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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$501K +$190K +9,057 +65%
CS
202
Candriam SCA
Luxembourg
$487K
BJL
203
Brighton Jones LLC
Washington
$485K +$470K +22,355 New
QIM
204
Quantitative Investment Management
Virginia
$484K +$470K +22,340 New
CIM
205
Confluence Investment Management
Missouri
$467K +$7.21K +343 +2%
KCM
206
Kathmere Capital Management
Pennsylvania
$457K +$443K +21,081 New
FMI
207
Frec Markets Inc
California
$449K +$20.1K +955 +5%
TSS
208
Two Sigma Securities
New York
$446K +$433K +20,584 New
HJIM
209
Henry James International Management
New York
$437K +$2.42K +115 +0.6%
GT
210
Glenmede Trust
Pennsylvania
$436K -$44.2K -2,102 -9%
USCWA
211
U.S. Capital Wealth Advisors
Texas
$419K +$21.4K +1,018 +6%
AGC
212
Aspen Grove Capital
Colorado
$418K -$261K -12,415 -39%
SC
213
Syon Capital
California
$417K +$126K +6,004 +45%
GA
214
Greenspring Advisors
Maryland
$404K +$13K +616 +3%
NA
215
NewEdge Advisors
Louisiana
$401K +$102K +4,843 +35%
AG
216
Ascent Group
Virginia
$397K +$89K +4,231 +30%
Franklin Resources
217
Franklin Resources
California
$395K +$40.2K +1,913 +12%
WA
218
Waverly Advisors
Alabama
$394K -$139K -6,598 -27%
AP
219
Americana Partners
Texas
$387K +$8.14K +387 +2%
S
220
SimplyRich
California
$384K
JF
221
JMN Financial
Ohio
$382K +$43K +2,046 +13%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$377K -$187K -8,882 -34%
WA
223
Wealth Alliance
New York
$376K -$161K -7,647 -31%
LA
224
LVW Advisors
New York
$369K +$358K +17,030 New
AWM
225
Ariadne Wealth Management
California
$363K