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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
401
J.W. Cole Advisors
Florida
$282K -$2.92K -12 -1%
CAM
402
Cresset Asset Management
Illinois
$281K -$4.63K -19 -2%
CI
403
CX Institutional
Indiana
$275K +$4.14K +17 +2%
MWM
404
Maridea Wealth Management
New York
$274K +$249K +1,022 New
KIM
405
Kestra Investment Management
Texas
$274K +$248K +1,019 New
SAG
406
SageView Advisory Group
California
$272K -$9.74K -40 -4%
RIG
407
RiverFront Investment Group
Virginia
$271K +$246K +1,010 New
MWM
408
Moran Wealth Management
Florida
$270K +$245K +1,007 New
DC
409
Davenport & Co
Virginia
$270K +$245K +1,004 New
AIM
410
Aigen Investment Management
New York
$270K -$184K -755 -43%
WA
411
WBH Advisory
Maryland
$269K – – –
TRCT
412
Tower Research Capital (TRC)
New York
$266K -$82.3K -338 -25%
IWP
413
Innova Wealth Partners
Pennsylvania
$263K +$9.26K +38 +4%
WIA
414
World Investment Advisors
California
$262K +$272K +1,118 New
WPC
415
Wedmont Private Capital
Pennsylvania
$259K +$226K +928 New
C
416
Certuity
Florida
$256K +$17.8K +73 +8%
SWA
417
Sax Wealth Advisors
New Jersey
$252K – – –
ECM
418
Evergreen Capital Management
Washington
$251K +$228K +936 New
MGP
419
Metis Global Partners
California
$251K -$3.41K -14 -1%
ONB
420
Old National Bancorp
Indiana
$250K +$227K +931 New
CAG
421
Csenge Advisory Group
Florida
$249K +$226K +928 New
IAS
422
Insigneo Advisory Services
Florida
$249K +$226K +926 New
PCMC
423
Paragon Capital Management (Colorado)
Colorado
$246K +$223K +916 New
BC
424
Burney Company
Virginia
$243K +$220K +905 New
MM
425
MQS Management
New York
$241K -$116K -475 -35%
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17
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