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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$11.5K – – –
Whittier Trust
502
Whittier Trust
California
$11.5K – – –
RFG
503
REAP Financial Group
Texas
$10.3K +$3.76K +18 +58%
NC
504
North Capital
Utah
$9.44K +$9.39K +45 New
AF
505
Atala Financial
California
$9.23K – – –
VWWMG
506
Vermillion & White Wealth Management Group
Pennsylvania
$9.23K +$9.18K +44 New
CAL
507
Capital Advisors Ltd
Ohio
$9K – – –
Parallel Advisors
508
Parallel Advisors
California
$8.6K -$3.76K -18 -31%
PWMG
509
Prestige Wealth Management Group
New Jersey
$8.6K – – –
FFO
510
Fortitude Family Office
Arizona
$8.39K – – –
SFCL
511
Strengthening Families & Communities LLC
Massachusetts
$7.77K – – –
SWA
512
SOA Wealth Advisors
New York
$7.24K – – –
GBT
513
Grove Bank & Trust
Florida
$6.5K – – –
VNA
514
Valley National Advisers
Pennsylvania
$6K -$2.29K -11 -27%
BGAI
515
Bruce G. Allen Investments
Colorado
$5.87K -$2.71K -13 -32%
Brown Brothers Harriman & Co
516
Brown Brothers Harriman & Co
New York
$5.87K +$2.5K +12 +75%
NAAA
517
New Age Alpha Advisors
New York
$5.66K – – –
WIM
518
Westside Investment Management
California
$5.24K – – –
MCM
519
MV Capital Management
Maryland
$5.03K – – –
VCM
520
Versant Capital Management
Arizona
$4.82K +$4.8K +23 New
CAWM
521
Capital A Wealth Management
Pennsylvania
$4.62K – – –
Larson Financial Group
522
Larson Financial Group
Missouri
$4.62K +$4.17K +20 +1,000%
WA
523
Whipplewood Advisors
Colorado
$4.62K +$11.9K +57 +211%
WA
524
WPG Advisers
Maryland
$4.41K +$3.55K +17 +425%
OC
525
Oakworth Capital
Alabama
$4.2K +$4.17K +20 New