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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
501
Keating Financial Advisory Services
Kansas
$7.23K +$6.7K +30 New
HFM
502
Harvest Fund Management
China
$7K
AA
503
Addison Advisors
Vermont
$6.74K +$1.56K +7 +33%
PWMG
504
Prestige Wealth Management Group
New Jersey
$6.5K
WIM
505
Westside Investment Management
California
$6.02K
VNA
506
Valley National Advisers
Pennsylvania
$6K +$223 +1 +4%
MCM
507
MV Capital Management
Maryland
$5.78K
BGAI
508
Bruce G. Allen Investments
Colorado
$5.78K
GWM
509
Geneos Wealth Management
Colorado
$5.3K +$4.91K +22 New
BIA
510
Bell Investment Advisors
California
$4.09K
AWA
511
Acumen Wealth Advisors
Tennessee
$4.09K +$3.8K +17 New
LFG
512
Larson Financial Group
Missouri
$3.97K +$447 +2 +14%
MPW
513
MASECO Private Wealth
$3.87K
CT
514
Colonial Trust
South Carolina
$3.61K
CT
515
Clearstead Trust
Maine
$3.37K +$2.46K +11 +367%
CIA
516
Cape Investment Advisory
Georgia
$3.37K +$3.13K +14 New
TWD
517
True Wealth Design
Ohio
$3.2K -$223 -1 -7%
CTC
518
Central Trust Company
Missouri
$3.13K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$3.13K
SC
520
SouthState Corp
Florida
$3.13K +$1.79K +8 +160%
MAM
521
Marquette Asset Management
Minnesota
$2.89K +$2.68K +12 New
SWM
522
Spire Wealth Management
Virginia
$2.89K
HHCP
523
Hilton Head Capital Partners
South Carolina
$2.89K +$2.68K +12 New
IAS
524
IMA Advisory Services
Colorado
$2.89K +$2.68K +12 New
HHMI
525
Howard Hughes Medical Institute
Maryland
$2.65K