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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
426
Smithfield Trust
Pennsylvania
$16K – – –
VWM
427
Venturi Wealth Management
Texas
$15.8K +$7.31K +46 +96%
PWMG
428
Prestige Wealth Management Group
New Jersey
$15.2K +$4.13K +26 +41%
FFA
429
Farther Finance Advisors
California
$15.2K +$8.11K +51 +131%
AWM
430
Abound Wealth Management
Tennessee
$12.7K +$11.9K +75 New
DGAM
431
Desjardins Global Asset Management
Quebec, Canada
$11.8K – – –
TPCW
432
TD Private Client Wealth
New York
$11.6K +$318 +2 +3%
WPA
433
West Paces Advisors
Georgia
$10.4K – – –
CTC
434
Cetera Trust Company
Minnesota
$10.1K +$9.54K +60 New
VF
435
VitalStone Financial
Texas
$10K +$2.7K +17 +41%
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$9.94K -$159 -1 -2%
SWA
437
SOA Wealth Advisors
New York
$9.16K – – –
BFEC
438
Benjamin F. Edwards & Company
Missouri
$9K +$1.59K +10 +24%
JWA
439
JFS Wealth Advisors
Pennsylvania
$8.93K +$954 +6 +13%
TCWA
440
Turtle Creek Wealth Advisors
Texas
$8.76K +$8.27K +52 New
BGAI
441
Bruce G. Allen Investments
Colorado
$8.43K +$7.95K +50 New
PTC
442
Private Trust Company
Ohio
$7.08K +$5.72K +36 +600%
GKIM
443
GW&K Investment Management
Massachusetts
$7K -$1.27K -8 -17%
CAL
444
Capital Advisors Ltd
Ohio
$7K – – –
AAP
445
Arax Advisory Partners
Colorado
$6.93K -$954 -6 -13%
FFO
446
Fortitude Family Office
Arizona
$6.74K +$6.36K +40 New
GWS
447
Glassman Wealth Services
Virginia
$6.4K – – –
RFS
448
Richardson Financial Services
Massachusetts
$6.23K +$5.88K +37 New
SFCL
449
Strengthening Families & Communities LLC
Massachusetts
$6.12K – – –
HNB
450
Huntington National Bank
Ohio
$5.89K -$159 -1 -3%
16 17
18
19 20