We are live on ! Find out more
AIZ icon

Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
Whittier Trust
501
Whittier Trust
California
$11.7K +$11.4K +55 New
HBW
502
Hazlett, Burt & Watson
West Virginia
$11K – – –
Kestra Investment Management
503
Kestra Investment Management
Texas
$10.9K +$10.6K +51 New
PTC
504
Private Trust Company
Ohio
$10.9K +$2.91K +14 +38%
CAL
505
Capital Advisors Ltd
Ohio
$10K – – –
CoreCap Advisors
506
CoreCap Advisors
Michigan
$9.6K +$2.08K +10 +29%
CT
507
Colonial Trust
South Carolina
$9.38K +$7.07K +34 +340%
AF
508
Atala Financial
California
$9.38K +$9.15K +44 New
PWMG
509
Prestige Wealth Management Group
New Jersey
$8.74K – – –
BGAI
510
Bruce G. Allen Investments
Colorado
$8.74K – – –
FFO
511
Fortitude Family Office
Arizona
$8.53K – – –
AssetMark Inc
512
AssetMark Inc
California
$8.32K -$2.5K -12 -24%
SFCL
513
Strengthening Families & Communities LLC
Massachusetts
$8K – – –
VNA
514
Valley National Advisers
Pennsylvania
$8K +$8.53K +41 New
UMB Bank
515
UMB Bank
Missouri
$7.68K +$832 +4 +13%
SWA
516
SOA Wealth Advisors
New York
$7.35K – – –
HT
517
Headlands Technologies
Illinois
$7.25K +$7.07K +34 New
RFG
518
REAP Financial Group
Texas
$6.66K – – –
GBT
519
Grove Bank & Trust
Florida
$6.61K +$2.91K +14 +82%
Avior Wealth Management
520
Avior Wealth Management
Nebraska
$5.97K -$416 -2 -7%
NAAA
521
New Age Alpha Advisors
New York
$5.76K +$5.62K +27 New
WA
522
Whipplewood Advisors
Colorado
$5.76K +$5.62K +27 New
LC
523
Lindbrook Capital
California
$5.54K +$1.87K +9 +53%
WIM
524
Westside Investment Management
California
$5.33K – – –
MCM
525
MV Capital Management
Maryland
$5.12K – – –