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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
501
IFP Advisors
Florida
$20.1K – – –
JWA
502
JFS Wealth Advisors
Pennsylvania
$18.3K +$487 +2 +3%
CA
503
CoreCap Advisors
Michigan
$18K +$487 +2 +3%
FFO
504
Fortitude Family Office
Arizona
$18K +$1.46K +6 +10%
PB
505
Pinnacle Bancorp
Nebraska
$17.5K +$15.8K +65 New
CWM
506
Copia Wealth Management
Oregon
$16.6K – – –
APW
507
Aventura Private Wealth
Florida
$16.1K – – –
CTC
508
Cetera Trust Company
Minnesota
$16.1K – – –
MCM
509
Manchester Capital Management
Vermont
$15.6K – – –
CIEC
510
Crédit Industriel et Commercial
France
$15.3K -$95.7K -393 -87%
AAG
511
Accordant Advisory Group
Maryland
$15K – – –
PTC
512
Private Trust Company
Ohio
$14K +$2.19K +9 +21%
APFP
513
Action Point Financial Planning
Michigan
$13.4K +$13.2K +54 New
OCWP
514
Owl Creek Wealth Partners
Colorado
$13.4K – – –
SFS
515
Sunrise Financial Services
Washington
$13.4K – – –
KFAS
516
Keating Financial Advisory Services
Kansas
$13.4K +$731 +3 +6%
DWM
517
Dogwood Wealth Management
Kansas
$13.4K +$8.77K +36 +257%
WPA
518
West Paces Advisors
Georgia
$12.9K +$11.7K +48 New
CAL
519
Capital Advisors Ltd
Ohio
$12K – – –
BF
520
BOK Financial
Oklahoma
$11.8K +$10.7K +44 New
LWM
521
Lodestone Wealth Management
Washington
$11.3K -$1.46K -6 -13%
BW
522
Basepoint Wealth
Iowa
$11.3K +$3.17K +13 +45%
SEP
523
Signature Equity Partners
Ohio
$10.4K +$487 +2 +5%
FDW
524
Fourth Dimension Wealth
Ohio
$10.2K +$9.26K +38 New
RFS
525
Richardson Financial Services
Massachusetts
$10.2K +$2.68K +11 +41%
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