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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
401
CX Institutional
Indiana
$275K +$4.14K +17 +2%
MWM
402
Maridea Wealth Management
New York
$274K +$249K +1,022 New
KIM
403
Kestra Investment Management
Texas
$274K +$248K +1,019 New
SAG
404
SageView Advisory Group
California
$272K -$9.74K -40 -4%
RIG
405
RiverFront Investment Group
Virginia
$271K +$246K +1,010 New
MWM
406
Moran Wealth Management
Florida
$270K +$245K +1,007 New
DC
407
Davenport & Co
Virginia
$270K +$245K +1,004 New
AIM
408
Aigen Investment Management
New York
$270K -$184K -755 -43%
WA
409
WBH Advisory
Maryland
$269K – – –
TRCT
410
Tower Research Capital (TRC)
New York
$266K -$82.3K -338 -25%
IWP
411
Innova Wealth Partners
Pennsylvania
$263K +$9.26K +38 +4%
WIA
412
World Investment Advisors
California
$262K +$272K +1,118 New
WPC
413
Wedmont Private Capital
Pennsylvania
$259K +$226K +928 New
C
414
Certuity
Florida
$256K +$17.8K +73 +8%
SWA
415
Sax Wealth Advisors
New Jersey
$252K – – –
ECM
416
Evergreen Capital Management
Washington
$251K +$228K +936 New
MGP
417
Metis Global Partners
California
$251K -$3.41K -14 -1%
ONB
418
Old National Bancorp
Indiana
$250K +$227K +931 New
CAG
419
Csenge Advisory Group
Florida
$249K +$226K +928 New
IAS
420
Insigneo Advisory Services
Florida
$249K +$226K +926 New
PCMC
421
Paragon Capital Management (Colorado)
Colorado
$246K +$223K +916 New
BC
422
Burney Company
Virginia
$243K +$220K +905 New
MM
423
MQS Management
New York
$241K -$116K -475 -35%
CIA
424
Concurrent Investment Advisors
Florida
$240K +$218K +895 New
APA
425
Astoria Portfolio Advisors
New York
$240K +$217K +893 New
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17
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