We are live on ! Find out more
AIZ icon

Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
451
Geneos Wealth Management
Colorado
$36.1K – – –
CH
452
Cromwell Holdings
Wyoming
$32.8K +$1.18K +6 +4%
Cullen/Frost Bankers
453
Cullen/Frost Bankers
Texas
$29.1K +$26.7K +136 +1,133%
RFG
454
REAP Financial Group
Texas
$28.5K +$18.7K +95 +194%
ACM
455
Aster Capital Management
United Arab Emirates
$28K +$27.9K +142 New
SIM
456
Sentry Investment Management
Wisconsin
$28K – – –
OWP
457
ORG Wealth Partners
Texas
$27.7K – – –
HWM
458
Hemington Wealth Management
Virginia
$27K +$786 +4 +3%
OL
459
OneFund LLC
Florida
$27K +$27.1K +138 New
ABWM
460
Alpine Bank Wealth Management
Colorado
$26.5K – – –
CWP
461
Concord Wealth Partners
Virginia
$24.7K – – –
MAWAG
462
Mid-American Wealth Advisory Group
Missouri
$24.1K +$24K +122 New
Parallel Advisors
463
Parallel Advisors
California
$23.3K +$15.1K +77 +188%
RCM
464
Raleigh Capital Management
North Carolina
$22.8K -$2.16K -11 -9%
AssetMark Inc
465
AssetMark Inc
California
$19.4K -$12.4K -63 -39%
JSAM
466
J. Safra Asset Management
New York
$19.2K -$8.06K -41 -30%
PTC
467
Private Trust Company
Ohio
$19.1K -$10.2K -52 -35%
Smithfield Trust
468
Smithfield Trust
Pennsylvania
$19K – – –
PSFG
469
Park Square Financial Group
Georgia
$18.6K -$16.3K -83 -47%
Smartleaf Asset Management
470
Smartleaf Asset Management
Massachusetts
$17.7K -$9.43K -48 -35%
Brown Brothers Harriman & Co
471
Brown Brothers Harriman & Co
New York
$17.2K +$11.6K +59 +211%
Kayne Anderson Rudnick Investment Management
472
Kayne Anderson Rudnick Investment Management
California
$16.6K – – –
MassMutual Private Wealth & Trust
473
MassMutual Private Wealth & Trust
Connecticut
$15.4K -$2.75K -14 -15%
AF
474
Alerus Financial
North Dakota
$15.2K +$15.1K +77 New
CFFP
475
Center for Financial Planning
Michigan
$14.8K – – –