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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
526
Strengthening Families & Communities LLC
Massachusetts
$10.1K – – –
AA
527
Addison Advisors
Vermont
$9.67K +$3.17K +13 +57%
SWP
528
Strategic Wealth Partners
Ohio
$9.67K – – –
AF
529
Alerus Financial
North Dakota
$9.4K – – –
TCOV
530
Trust Company of Vermont
Vermont
$9.13K +$8.28K +34 New
CPG
531
Cornerstone Planning Group
New Jersey
$8.74K -$2.19K -9 -22%
EWP
532
Elevation Wealth Partners
California
$8.59K +$5.12K +21 +191%
CMA
533
Cedar Mountain Advisors
Oregon
$8.06K – – –
VNA
534
Valley National Advisers
Pennsylvania
$7.79K +$244 +1 +4%
TWD
535
True Wealth Design
Ohio
$7.79K +$974 +4 +16%
RIL
536
Rothschild Investment LLC
Illinois
$7.79K +$487 +2 +7%
PWMG
537
Prestige Wealth Management Group
New Jersey
$7.25K – – –
HWP
538
Highline Wealth Partners
California
$7.25K +$244 +1 +4%
SRCM
539
Signature Resources Capital Management
California
$6.98K – – –
MAM
540
Marquette Asset Management
Minnesota
$6.71K – – –
UFPG
541
United Financial Planning Group
New York
$6.71K – – –
WIM
542
Westside Investment Management
California
$6.71K – – –
VPW
543
Vaquero Private Wealth
Texas
$6.71K +$6.09K +25 New
BGAI
544
Bruce G. Allen Investments
Colorado
$6.45K – – –
MCM
545
MV Capital Management
Maryland
$6.45K – – –
SGFG
546
Silver Grove Financial Group
New York
$6.45K +$5.84K +24 New
BIA
547
Bell Investment Advisors
California
$6.18K +$1.46K +6 +35%
APW
548
Allied Private Wealth
Florida
$5.84K +$5.12K +21 New
BLC
549
Brown, Lisle/Cummings
Rhode Island
$5.1K -$1.22K -5 -21%
IAS
550
IMA Advisory Services
Colorado
$4.83K +$1.46K +6 +50%
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22
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