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Assurant

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
526
IMA Advisory Services
Colorado
$2.89K +$2.68K +12 New
HHMI
527
Howard Hughes Medical Institute
Maryland
$2.65K – – –
CWA
528
Carolina Wealth Advisors
South Carolina
$2.65K +$2.46K +11 New
MSWM
529
Mowery & Schoenfeld Wealth Management
Illinois
$2.42K – – –
S
530
Sachetta
Massachusetts
$2.41K – – –
PWA
531
Physician Wealth Advisors
Utah
$2.17K +$1.12K +5 +125%
GEA
532
Glen Eagle Advisors
New Jersey
$1.93K – – –
SIC
533
SJS Investment Consulting
Ohio
$1.93K – – –
RWM
534
Rialto Wealth Management
New York
$1.93K +$670 +3 +60%
LB
535
Legacy Bridge
Iowa
$1.93K +$1.79K +8 New
RWS
536
Retirement Wealth Solutions
Wisconsin
$1.69K – – –
RF
537
Rossby Financial
Florida
$1.69K – – –
SBI Securities
538
SBI Securities
Japan
$1.69K – – –
BHWM
539
Bay Harbor Wealth Management
Maryland
$1.69K +$447 +2 +40%
SWA
540
SOA Wealth Advisors
New York
$1.57K -$223 -1 -13%
PWMG
541
Private Wealth Management Group
New Jersey
$1.45K – – –
CFG
542
Clayton Financial Group
Missouri
$1.45K +$1.34K +6 New
OP
543
ORG Partners
Indiana
$1.44K +$447 +2 +50%
DF
544
Dunhill Financial
United Kingdom
$1.35K +$447 +2 +50%
HIA
545
HFM Investment Advisors
New Jersey
$1.21K – – –
KG
546
Kilter Group
New York
$1.21K +$893 +4 +400%
OC
547
Optima Capital
Oregon
$1.21K +$1.12K +5 New
IPS
548
Investors Portfolio Services
Washington
$1.17K +$1.12K +5 New
HBW
549
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWA
550
Principia Wealth Advisory
Texas
$963 -$182K -816 -100%