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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Coldstream Capital Management
Washington
$1.73M -$815K -24,281 -39%
TSS
177
Two Sigma Securities
New York
$1.7M +$575K +17,119 +83%
ASN
178
Advisory Services Network
Georgia
$1.7M +$774K +23,035 +158%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$1.69M +$66.1K +1,967 +6%
BWP
180
BSW Wealth Partners
Colorado
$1.68M -$60K -1,786 -5%
Truist Financial
181
Truist Financial
North Carolina
$1.66M -$717K -21,352 -37%
DWA
182
Dorsey Wright & Associates
California
$1.65M +$1.22M +36,473 New
KCM
183
Kathmere Capital Management
Pennsylvania
$1.64M +$516K +15,351 +73%
LA
184
LVW Advisors
New York
$1.64M +$648K +19,294 +113%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$1.63M -$9.3K -277 -0.8%
RFC
186
Regions Financial Corp
Alabama
$1.53M -$969K -28,861 -46%
T. Rowe Price Associates
187
T. Rowe Price Associates
Maryland
$1.53M +$1.14M +33,842 New
UCFA
188
United Capital Financial Advisors
Texas
$1.48M +$135K +4,007 +14%
BA
189
Bridgewater Advisors
New York
$1.46M +$4.57K +136 +0.3%
AWA
190
Arkadios Wealth Advisors
Georgia
$1.41M -$69.3K -2,064 -6%
CFO
191
Callan Family Office
Pennsylvania
$1.39M -$194K -5,787 -16%
HWM
192
HB Wealth Management
Georgia
$1.35M +$87.5K +2,605 +10%
ECM
193
Evergreen Capital Management
Washington
$1.29M +$14.4K +430 +2%
NP
194
Nilsine Partners
Colorado
$1.28M +$951K +28,322 New
GI
195
GAMMA Investing
California
$1.25M -$20.4K -607 -2%
CWA
196
CogentBlue Wealth Advisors
Tennessee
$1.25M +$26.3K +784 +3%
X
197
Xponance
Pennsylvania
$1.21M +$55K +1,638 +7%
BWA
198
Basecamp Wealth Advisors
Washington
$1.2M +$42.9K +1,276 +5%
MPPW
199
Mitchell & Pahl Private Wealth
Oklahoma
$1.2M -$8.4K -250 -0.9%
PAS
200
Park Avenue Securities
New York
$1.19M -$276K -8,206 -24%