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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
MAI Capital Management
451
MAI Capital Management
Ohio
$42.6K -$17.4K -78 -31%
GWM
452
Greenline Wealth Management
Florida
$41K +$38K +170 New
CH
453
Cromwell Holdings
Wyoming
$40K – – –
UMB Bank
454
UMB Bank
Missouri
$38.8K – – –
Smartleaf Asset Management
455
Smartleaf Asset Management
Massachusetts
$37.3K +$1.12K +5 +3%
OL
456
OneFund LLC
Florida
$36.1K +$893 +4 +3%
PSFG
457
Park Square Financial Group
Georgia
$35.8K +$25.2K +113 +205%
SIM
458
Sentry Investment Management
Wisconsin
$34K – – –
VCM
459
Versant Capital Management
Arizona
$31.6K +$1.12K +5 +4%
Allworth Financial
460
Allworth Financial
California
$31.3K +$2.9K +13 +11%
CWP
461
Concord Wealth Partners
Virginia
$30.1K – – –
Ancora Advisors
462
Ancora Advisors
Ohio
$29.1K +$27K +121 New
Montag & Associates
463
Montag & Associates
Georgia
$28.2K +$26.1K +117 New
RCM
464
Raleigh Capital Management
North Carolina
$27.2K – – –
PTC
465
Private Trust Company
Ohio
$25K +$4.91K +22 +27%
SFG
466
Strive Financial Group
Indiana
$24.3K +$22.6K +101 New
MassMutual Private Wealth & Trust
467
MassMutual Private Wealth & Trust
Connecticut
$23.8K – – –
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$23.1K +$21.4K +96 New
Smithfield Trust
469
Smithfield Trust
Pennsylvania
$22K – – –
WAU
470
Wellington-Altus USA
Manitoba, Canada
$21.2K +$19.7K +88 New
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$20.2K – – –
EW
472
Elyxium Wealth
California
$19.8K +$18.3K +82 New
IFP Advisors
473
IFP Advisors
Florida
$18.1K -$54.7K -245 -77%
CFFP
474
Center for Financial Planning
Michigan
$18.1K – – –
GBT
475
Grove Bank & Trust
Florida
$18.1K +$9.38K +42 +127%