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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
501
Fortitude Family Office
Arizona
$18K +$1.46K +6 +10%
PB
502
Pinnacle Bancorp
Nebraska
$17.5K +$15.8K +65 New
CWM
503
Copia Wealth Management
Oregon
$16.6K – – –
APW
504
Aventura Private Wealth
Florida
$16.1K – – –
CTC
505
Cetera Trust Company
Minnesota
$16.1K – – –
MCM
506
Manchester Capital Management
Vermont
$15.6K – – –
CIEC
507
Crédit Industriel et Commercial
France
$15.3K -$95.7K -393 -87%
AAG
508
Accordant Advisory Group
Maryland
$15K – – –
PTC
509
Private Trust Company
Ohio
$14K +$2.19K +9 +21%
APFP
510
Action Point Financial Planning
Michigan
$13.4K +$13.2K +54 New
OCWP
511
Owl Creek Wealth Partners
Colorado
$13.4K – – –
SFS
512
Sunrise Financial Services
Washington
$13.4K – – –
KFAS
513
Keating Financial Advisory Services
Kansas
$13.4K +$731 +3 +6%
DWM
514
Dogwood Wealth Management
Kansas
$13.4K +$8.77K +36 +257%
WPA
515
West Paces Advisors
Georgia
$12.9K +$11.7K +48 New
CAL
516
Capital Advisors Ltd
Ohio
$12K – – –
BF
517
BOK Financial
Oklahoma
$11.8K +$10.7K +44 New
LWM
518
Lodestone Wealth Management
Washington
$11.3K -$1.46K -6 -13%
BW
519
Basepoint Wealth
Iowa
$11.3K +$3.17K +13 +45%
SEP
520
Signature Equity Partners
Ohio
$10.4K +$487 +2 +5%
FDW
521
Fourth Dimension Wealth
Ohio
$10.2K +$9.26K +38 New
RFS
522
Richardson Financial Services
Massachusetts
$10.2K +$2.68K +11 +41%
SFCL
523
Strengthening Families & Communities LLC
Massachusetts
$10.1K – – –
AA
524
Addison Advisors
Vermont
$9.67K +$3.17K +13 +57%
SWP
525
Strategic Wealth Partners
Ohio
$9.67K – – –
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