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Assurant
AIZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
551
Bay Harbor Wealth Management
Maryland
$4.3K +$1.22K +5 +45%
WTC
552
WhitTier Trust Company
Nevada
$4.2K – – –
SIC
553
SJS Investment Consulting
Ohio
$4.03K +$1.22K +5 +50%
CT
554
Clearstead Trust
Maine
$4.03K +$3.41K +14 +1,400%
AW
555
Ankerstar Wealth
Texas
$4.03K +$3.65K +15 New
KG
556
Kilter Group
New York
$3.76K +$244 +1 +8%
BH
557
Burk Holdings
Oklahoma
$3.76K – – –
HFS
558
Hughes Financial Services
Virginia
$3.76K +$1.95K +8 +133%
DPW
559
DiNuzzo Private Wealth
Pennsylvania
$3.49K – – –
SWM
560
Spire Wealth Management
Virginia
$3.49K +$244 +1 +8%
VWA
561
Valued Wealth Advisors
Utah
$3.22K +$487 +2 +20%
KFA
562
Kelleher Financial Advisors
New York
$3.22K +$2.92K +12 New
HHCP
563
Hilton Head Capital Partners
South Carolina
$3.22K – – –
SSG
564
Summit Securities Group
New York
$3.22K +$974 +4 +50%
MNA
565
Manning & Napier Advisors
New York
$3.22K +$2.92K +12 New
CT
566
Colonial Trust
South Carolina
$2.95K -$974 -4 -27%
S
567
Sachetta
Massachusetts
$2.95K +$244 +1 +10%
ABWM
568
Alpine Bank Wealth Management
Colorado
$2.95K +$2.68K +11 New
CIA
569
Cape Investment Advisory
Georgia
$2.95K +$2.68K +11 New
MSWM
570
Mowery & Schoenfeld Wealth Management
Illinois
$2.7K – – –
RWS
571
Retirement Wealth Solutions
Wisconsin
$2.69K +$487 +2 +25%
HIA
572
HFM Investment Advisors
New Jersey
$2.69K +$1.22K +5 +100%
CFM
573
Cornerstone Financial Management
Massachusetts
$2.42K +$1.46K +6 +200%
FIM
574
FWL Investment Management
Texas
$2.42K +$2.19K +9 New
NS
575
NBC Securities
Alabama
$2.42K +$2.19K +9 New
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