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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
501
Spire Wealth Management
Virginia
$2.6K +$203 +1 +9%
HHMI
502
Howard Hughes Medical Institute
Maryland
$2.38K – – –
MSWM
503
Mowery & Schoenfeld Wealth Management
Illinois
$2.17K – – –
S
504
Sachetta
Massachusetts
$2.17K +$2.03K +10 New
CCM
505
Cloud Capital Management
Washington
$2K +$2.64K +13 New
RIL
506
Rothschild Investment LLC
Illinois
$1.73K -$2.44K -12 -60%
SIC
507
SJS Investment Consulting
Ohio
$1.73K – – –
GEA
508
Glen Eagle Advisors
New Jersey
$1.73K +$1.62K +8 New
UCB
509
United Community Bank
South Carolina
$1.73K +$1.62K +8 New
SWA
510
SOA Wealth Advisors
New York
$1.64K – – –
RF
511
Rossby Financial
Florida
$1.52K – – –
RWS
512
Retirement Wealth Solutions
Wisconsin
$1.52K +$1.42K +7 New
SBI Securities
513
SBI Securities
Japan
$1.52K +$1.42K +7 New
PWMG
514
Private Wealth Management Group
New Jersey
$1.3K -$1.83K -9 -60%
TCA
515
Trifecta Capital Advisors
Illinois
$1.3K – – –
RA
516
Rise Advisors
New York
$1.3K +$609 +3 +100%
RWM
517
Rialto Wealth Management
New York
$1.08K -$406 -2 -29%
HIA
518
HFM Investment Advisors
New Jersey
$1.08K – – –
BHWM
519
Bay Harbor Wealth Management
Maryland
$1.08K +$406 +2 +67%
SouthState Corp
520
SouthState Corp
Florida
$1.08K +$1.01K +5 New
HBW
521
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWA
522
Physician Wealth Advisors
Utah
$867 +$203 +1 +33%
TIM
523
Tortoise Investment Management
New York
$866 +$406 +2 +100%
OP
524
ORG Partners
Indiana
$866 +$812 +4 New
DF
525
Dunhill Financial
United Kingdom
$865 – – –