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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
526
Alerus Financial
North Dakota
$9.4K – – –
TCOV
527
Trust Company of Vermont
Vermont
$9.13K +$8.28K +34 New
CPG
528
Cornerstone Planning Group
New Jersey
$8.74K -$2.19K -9 -22%
EWP
529
Elevation Wealth Partners
California
$8.59K +$5.12K +21 +191%
CMA
530
Cedar Mountain Advisors
Oregon
$8.06K – – –
VNA
531
Valley National Advisers
Pennsylvania
$7.79K +$244 +1 +4%
TWD
532
True Wealth Design
Ohio
$7.79K +$974 +4 +16%
RIL
533
Rothschild Investment LLC
Illinois
$7.79K +$487 +2 +7%
PWMG
534
Prestige Wealth Management Group
New Jersey
$7.25K – – –
HWP
535
Highline Wealth Partners
California
$7.25K +$244 +1 +4%
SRCM
536
Signature Resources Capital Management
California
$6.98K – – –
MAM
537
Marquette Asset Management
Minnesota
$6.71K – – –
UFPG
538
United Financial Planning Group
New York
$6.71K – – –
WIM
539
Westside Investment Management
California
$6.71K – – –
VPW
540
Vaquero Private Wealth
Texas
$6.71K +$6.09K +25 New
BGAI
541
Bruce G. Allen Investments
Colorado
$6.45K – – –
MCM
542
MV Capital Management
Maryland
$6.45K – – –
SGFG
543
Silver Grove Financial Group
New York
$6.45K +$5.84K +24 New
BIA
544
Bell Investment Advisors
California
$6.18K +$1.46K +6 +35%
APW
545
Allied Private Wealth
Florida
$5.84K +$5.12K +21 New
IAS
546
IMA Advisory Services
Colorado
$4.83K +$1.46K +6 +50%
PWA
547
Physician Wealth Advisors
Utah
$4.83K +$2.19K +9 +100%
AWA
548
Acumen Wealth Advisors
Tennessee
$4.57K – – –
RWM
549
Rialto Wealth Management
New York
$4.57K +$1.22K +5 +42%
CCMI
550
Creative Capital Management Investments
California
$4.57K +$4.14K +17 New
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22
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