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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Greenline Wealth Management
Florida
$41K +$38K +170 New
CH
452
Cromwell Holdings
Wyoming
$40K
UB
453
UMB Bank
Missouri
$38.8K
SAM
454
Smartleaf Asset Management
Massachusetts
$37.3K +$1.12K +5 +3%
OL
455
OneFund LLC
Florida
$36.1K +$893 +4 +3%
PSFG
456
Park Square Financial Group
Georgia
$35.8K +$25.2K +113 +205%
SIM
457
Sentry Investment Management
Wisconsin
$34K
VCM
458
Versant Capital Management
Arizona
$31.6K +$1.12K +5 +4%
AF
459
Allworth Financial
California
$31.3K +$2.9K +13 +11%
CWP
460
Concord Wealth Partners
Virginia
$30.1K
AA
461
Ancora Advisors
Ohio
$29.1K +$27K +121 New
MA
462
Montag & Associates
Georgia
$28.2K +$26.1K +117 New
RCM
463
Raleigh Capital Management
North Carolina
$27.2K
PTC
464
Private Trust Company
Ohio
$25K +$4.91K +22 +27%
SFG
465
Strive Financial Group
Indiana
$24.3K +$22.6K +101 New
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$23.8K
PWPS
467
Pinnacle Wealth Planning Services
Ohio
$23.1K +$21.4K +96 New
ST
468
Smithfield Trust
Pennsylvania
$22K
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$20.2K
EW
470
Elyxium Wealth
California
$19.8K +$18.3K +82 New
IA
471
IFP Advisors
Florida
$18.1K -$54.7K -245 -77%
CFFP
472
Center for Financial Planning
Michigan
$18.1K
GBT
473
Grove Bank & Trust
Florida
$18.1K +$9.38K +42 +127%
SSG
474
Summit Securities Group
New York
$17.8K -$2.68K -12 -14%
JWA
475
JFS Wealth Advisors
Pennsylvania
$17.1K +$3.57K +16 +29%