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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
551
Physician Wealth Advisors
Utah
$4.83K +$2.19K +9 +100%
AWA
552
Acumen Wealth Advisors
Tennessee
$4.57K – – –
RWM
553
Rialto Wealth Management
New York
$4.57K +$1.22K +5 +42%
CCMI
554
Creative Capital Management Investments
California
$4.57K +$4.14K +17 New
BHWM
555
Bay Harbor Wealth Management
Maryland
$4.3K +$1.22K +5 +45%
WTC
556
WhitTier Trust Company
Nevada
$4.2K – – –
SIC
557
SJS Investment Consulting
Ohio
$4.03K +$1.22K +5 +50%
CT
558
Clearstead Trust
Maine
$4.03K +$3.41K +14 +1,400%
AW
559
Ankerstar Wealth
Texas
$4.03K +$3.65K +15 New
KG
560
Kilter Group
New York
$3.76K +$244 +1 +8%
BH
561
Burk Holdings
Oklahoma
$3.76K – – –
HFS
562
Hughes Financial Services
Virginia
$3.76K +$1.95K +8 +133%
DPW
563
DiNuzzo Private Wealth
Pennsylvania
$3.49K – – –
SWM
564
Spire Wealth Management
Virginia
$3.49K +$244 +1 +8%
VWA
565
Valued Wealth Advisors
Utah
$3.22K +$487 +2 +20%
KFA
566
Kelleher Financial Advisors
New York
$3.22K +$2.92K +12 New
HHCP
567
Hilton Head Capital Partners
South Carolina
$3.22K – – –
SSG
568
Summit Securities Group
New York
$3.22K +$974 +4 +50%
MNA
569
Manning & Napier Advisors
New York
$3.22K +$2.92K +12 New
CT
570
Colonial Trust
South Carolina
$2.95K -$974 -4 -27%
S
571
Sachetta
Massachusetts
$2.95K +$244 +1 +10%
ABWM
572
Alpine Bank Wealth Management
Colorado
$2.95K +$2.68K +11 New
CIA
573
Cape Investment Advisory
Georgia
$2.95K +$2.68K +11 New
MSWM
574
Mowery & Schoenfeld Wealth Management
Illinois
$2.7K – – –
RWS
575
Retirement Wealth Solutions
Wisconsin
$2.69K +$487 +2 +25%
21 22
23
24 25