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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
501
Valley National Advisers
Pennsylvania
$6K – – –
RFS
502
Richardson Financial Services
Massachusetts
$5.88K -$5.93K -26 -49%
RIL
503
Rothschild Investment LLC
Illinois
$5.88K -$2.28K -10 -27%
PWMG
504
Prestige Wealth Management Group
New Jersey
$5.88K – – –
HWP
505
Highline Wealth Partners
California
$5.66K +$5.93K +26 New
PIS
506
POM Investment Strategies
North Carolina
$5.66K +$5.93K +26 New
SRCM
507
Signature Resources Capital Management
California
$5.66K +$5.93K +26 New
TWD
508
True Wealth Design
Ohio
$5.45K +$2.74K +12 +92%
MAM
509
Marquette Asset Management
Minnesota
$5.45K +$2.96K +13 +108%
WIM
510
Westside Investment Management
California
$5.45K – – –
UFPG
511
United Financial Planning Group
New York
$5.45K +$5.7K +25 New
MCM
512
MV Capital Management
Maryland
$5.23K – – –
BGAI
513
Bruce G. Allen Investments
Colorado
$5.23K – – –
BLC
514
Brown, Lisle/Cummings
Rhode Island
$5.23K +$5.47K +24 New
AA
515
Addison Advisors
Vermont
$5.01K -$1.14K -5 -18%
KFG
516
Kingdom Financial Group
Arizona
$4.81K +$5.02K +22 New
LAS
517
Lloyd Advisory Services
Georgia
$4.81K +$5.02K +22 New
WA
518
Whipplewood Advisors
Colorado
$4.79K +$5.02K +22 New
DWP
519
Destiny Wealth Partners
Florida
$4.14K +$4.33K +19 New
AWA
520
Acumen Wealth Advisors
Tennessee
$3.7K – – –
BIA
521
Bell Investment Advisors
California
$3.7K – – –
MPW
522
MASECO Private Wealth
$3.5K – – –
IAAG
523
Innovative Asset Advisors Group
Connecticut
$3.5K +$3.65K +16 New
WTC
524
WhitTier Trust Company
Nevada
$3.27K +$3.42K +15 New
CT
525
Colonial Trust
South Carolina
$3.27K – – –
19 20
21
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