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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$8.67K – – –
AF
502
Alerus Financial
North Dakota
$8.43K – – –
KFAS
503
Keating Financial Advisory Services
Kansas
$7.23K +$6.7K +30 New
Harvest Fund Management
504
Harvest Fund Management
China
$7K – – –
AA
505
Addison Advisors
Vermont
$6.74K +$1.56K +7 +33%
PWMG
506
Prestige Wealth Management Group
New Jersey
$6.5K – – –
WIM
507
Westside Investment Management
California
$6.02K – – –
VNA
508
Valley National Advisers
Pennsylvania
$6K +$223 +1 +4%
MCM
509
MV Capital Management
Maryland
$5.78K – – –
BGAI
510
Bruce G. Allen Investments
Colorado
$5.78K – – –
Geneos Wealth Management
511
Geneos Wealth Management
Colorado
$5.3K +$4.91K +22 New
BIA
512
Bell Investment Advisors
California
$4.09K – – –
AWA
513
Acumen Wealth Advisors
Tennessee
$4.09K +$3.8K +17 New
Larson Financial Group
514
Larson Financial Group
Missouri
$3.97K +$447 +2 +14%
MASECO Private Wealth
515
MASECO Private Wealth
$3.87K – – –
CT
516
Colonial Trust
South Carolina
$3.61K – – –
CT
517
Clearstead Trust
Maine
$3.37K +$2.46K +11 +367%
CIA
518
Cape Investment Advisory
Georgia
$3.37K +$3.13K +14 New
TWD
519
True Wealth Design
Ohio
$3.2K -$223 -1 -7%
Central Trust Company
520
Central Trust Company
Missouri
$3.13K – – –
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$3.13K – – –
SouthState Corp
522
SouthState Corp
Florida
$3.13K +$1.79K +8 +160%
MAM
523
Marquette Asset Management
Minnesota
$2.89K +$2.68K +12 New
Spire Wealth Management
524
Spire Wealth Management
Virginia
$2.89K – – –
HHCP
525
Hilton Head Capital Partners
South Carolina
$2.89K +$2.68K +12 New