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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ellevest Inc
New York
$1.88K -$4.53K -34 -69%
Huntington National Bank
402
Huntington National Bank
Ohio
$1.75K – – –
BWM
403
BerganKDV Wealth Management
Minnesota
$1.5K – – –
DI
404
Disciplined Investments
Oklahoma
$1.38K -$400 -3 -21%
SIC
405
SJS Investment Consulting
Ohio
$1.38K +$266 +2 +22%
RFG
406
RFP Financial Group
Georgia
$1.13K +$1.2K +9 New
BCM
407
Bourgeon Capital Management
Connecticut
$1K – – –
BWM
408
Baystate Wealth Management
Massachusetts
$1K +$133 +1 +10%
SFG
409
Steward Financial Group
Texas
$1K +$1.2K +9 New
CFGS
410
Concourse Financial Group Securities
Alabama
$875 -$9.46K -71 -91%
ACA
411
Atlas Capital Advisors
Wyoming
$875 – – –
TCA
412
Trifecta Capital Advisors
Illinois
$875 +$933 +7 New
MCM
413
MV Capital Management
Maryland
$750 +$799 +6 New
EE
414
EWG Elevate
California
$625 +$666 +5 New
MCC
415
Money Concepts Capital
Florida
$500 +$533 +4 New
Cullen/Frost Bankers
416
Cullen/Frost Bankers
Texas
$375 – – –
Global Retirement Partners
417
Global Retirement Partners
California
$375 +$133 +1 +50%
Belpointe Asset Management
418
Belpointe Asset Management
Nevada
$250 +$266 +2 New
FCA
419
Fortis Capital Advisors
Kansas
$250 +$266 +2 New
AA
420
Addison Advisors
Vermont
$125 – – –
PMFA
421
Plante Moran Financial Advisors
Michigan
$125 +$133 +1 New
SCA
422
Stonebridge Capital Advisors
Minnesota
$14 -$1.73K -13 Closed
WIM
423
Westside Investment Management
California
$3 – – –
Samlyn Capital
424
Samlyn Capital
New York
– -$45.1M -310,406 Closed
Artemis Investment Management
425
Artemis Investment Management
United Kingdom
– -$40.6M -279,280 Closed