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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$14.4K -$1.14K -5 -7%
CA
477
CoreCap Advisors
Michigan
$14.2K – – –
CWM
478
Copia Wealth Management
Oregon
$13.5K – – –
FFO
479
Fortitude Family Office
Arizona
$13.3K +$2.96K +13 +27%
CTC
480
Cetera Trust Company
Minnesota
$13.1K – – –
APW
481
Aventura Private Wealth
Florida
$13.1K +$13.7K +60 New
HNB
482
Huntington National Bank
Ohio
$12.9K +$3.19K +14 +31%
MCM
483
Manchester Capital Management
Vermont
$12.6K – – –
AAG
484
Accordant Advisory Group
Maryland
$12.2K +$12.8K +56 New
SFS
485
Sunrise Financial Services
Washington
$10.9K – – –
OCWP
486
Owl Creek Wealth Partners
Colorado
$10.9K +$11.4K +50 New
LWM
487
Lodestone Wealth Management
Washington
$10.5K – – –
KFAS
488
Keating Financial Advisory Services
Kansas
$10.2K +$3.88K +17 +57%
TPWA
489
Twin Peaks Wealth Advisors
California
$10K +$10.5K +46 New
CAL
490
Capital Advisors Ltd
Ohio
$10K -$3.88K -17 -27%
CPG
491
Cornerstone Planning Group
New Jersey
$9.49K +$228 +1 +3%
PTC
492
Private Trust Company
Ohio
$9.37K -$13.9K -61 -59%
SFCL
493
Strengthening Families & Communities LLC
Massachusetts
$8.2K +$228 +1 +3%
SEP
494
Signature Equity Partners
Ohio
$7.98K – – –
SWP
495
Strategic Wealth Partners
Ohio
$7.84K – – –
AF
496
Alerus Financial
North Dakota
$7.62K – – –
LFG
497
Larson Financial Group
Missouri
$7.51K +$4.1K +18 +113%
EIA
498
Eldridge Investment Advisors
New Hampshire
$6.97K +$7.3K +32 New
CMA
499
Cedar Mountain Advisors
Oregon
$6.53K +$6.16K +27 +900%
BW
500
Basepoint Wealth
Iowa
$6.32K -$5.7K -25 -46%
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