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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
176
U.S. Capital Wealth Advisors
Texas
$158K +$183K +17,998 New
SC
177
Savant Capital
Illinois
$157K -$29.5K -2,901 -14%
EWA
178
EverSource Wealth Advisors
Alabama
$153K -$9.01K -886 -5%
BJL
179
Brighton Jones LLC
Washington
$152K -$11.5K -1,127 -6%
RFC
180
Regions Financial Corp
Alabama
$151K -$36.9K -3,627 -17%
CI
181
Cambiar Investors
Colorado
$146K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$146K -$29.1K -2,860 -15%
X
183
Xponance
Pennsylvania
$144K +$62.7K +6,161 +60%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$140K +$3.06K +301 +2%
KAS
185
Kestra Advisory Services
Texas
$140K -$9.54K -938 -6%
Group One Trading
186
Group One Trading
Illinois
$140K +$162K +15,925 New
CCM
187
Coldstream Capital Management
Washington
$139K +$9.64K +948 +6%
AG
188
Ascent Group
Virginia
$138K +$161K +15,792 New
DWM
189
Drive Wealth Management
Utah
$135K -$3.76K -370 -2%
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$131K -$24.8K -2,437 -14%
BAM
191
Blueshift Asset Management
New Jersey
$130K +$151K +14,833 New
AP
192
Americana Partners
Texas
$130K +$1.55K +152 +1%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$129K +$150K +14,743 New
Truist Financial
194
Truist Financial
North Carolina
$127K -$255K -25,038 -63%
ACA
195
Atlas Capital Advisors
Wyoming
$126K -$150K -14,740 -51%
WA
196
Wealthstream Advisors
New York
$124K -$9.93K -976 -6%
M&T Bank
197
M&T Bank
New York
$123K +$18.7K +1,837 +15%
GBT
198
Grove Bank & Trust
Florida
$121K -$9.55K -939 -6%
LFM
199
LGT Fund Management
Liechtenstein
$120K
GSC
200
Ground Swell Capital
South Carolina
$118K +$137K +13,495 New