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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealth Alliance
New York
$246K +$5.03K +505 +2%
AWA
152
Aaron Wealth Advisors
Illinois
$246K +$13.6K +1,370 +6%
GT
153
Glenmede Trust
Pennsylvania
$237K +$4.89K +491 +2%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$235K -$25.4K -2,547 -10%
OIA
155
OneDigital Investment Advisors
Kansas
$233K +$59.4K +5,963 +35%
CS
156
Candriam SCA
Luxembourg
$225K
RFC
157
Regions Financial Corp
Alabama
$210K -$48.1K -4,828 -19%
SC
158
Savant Capital
Illinois
$209K +$39.4K +3,952 +23%
TC
159
TownSquare Capital
Utah
$209K -$539K -54,122 -72%
LFA
160
Legacy Financial Advisors
Kentucky
$197K +$6.67K +669 +4%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$197K -$329 -33 -0.2%
Simplex Trading
162
Simplex Trading
Illinois
$189K +$26.6K +2,667 +17%
WA
163
Waverly Advisors
Alabama
$186K +$184K +18,493 New
BJL
164
Brighton Jones LLC
Washington
$186K -$20.6K -2,068 -10%
EWA
165
EverSource Wealth Advisors
Alabama
$185K -$1.65K -166 -0.9%
AWM
166
Ariadne Wealth Management
California
$184K -$13.2K -1,324 -7%
FAFN
167
First Affirmative Financial Network
Colorado
$182K +$27.2K +2,733 +18%
HJIM
168
Henry James International Management
New York
$177K -$23.6K -2,371 -12%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$175K -$24K -2,406 -12%
SFS
170
Stiles Financial Services
Minnesota
$173K
NW
171
NewEdge Wealth
Pennsylvania
$172K -$1.93M -193,414 -92%
KAS
172
Kestra Advisory Services
Texas
$170K +$6.41K +643 +4%
CI
173
Cambiar Investors
Colorado
$168K +$166K +16,700 New
IA
174
Inspire Advisors
Idaho
$166K +$18.4K +1,844 +13%
DWM
175
Drive Wealth Management
Utah
$159K +$2.98K +299 +2%