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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
Sanctuary Advisors
Indiana
$703K -$545K -2,115 -43%
BCM
252
BTC Capital Management
Iowa
$701K +$86.9K +337 +14%
DADC
253
D.A. Davidson & Co
Montana
$698K – – –
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$696K +$150K +580 +26%
M&T Bank
255
M&T Bank
New York
$679K +$7.48K +29 +1%
MAS
256
Meeder Advisory Services
Ohio
$668K -$128K -498 -16%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$660K +$4.13K +16 +0.6%
HCA
258
Harbor Capital Advisors
Illinois
$658K -$786K -3,049 -54%
MOS
259
MGO One Seven
Ohio
$647K +$56.2K +218 +9%
EC
260
EntryPoint Capital
New York
$634K – – –
AssetMark Inc
261
AssetMark Inc
California
$627K +$56.7K +220 +10%
MA
262
Mutual Advisors
Nebraska
$612K +$11.6K +45 +2%
MWM
263
Maridea Wealth Management
New York
$612K +$82.5K +320 +15%
EFG
264
Everhart Financial Group
Ohio
$593K -$52.1K -202 -8%
HWM
265
HB Wealth Management
Georgia
$585K -$12.6K -49 -2%
Osaic Holdings
266
Osaic Holdings
Arizona
$585K -$20.9K -81 -3%
SAM
267
Securian Asset Management
Minnesota
$582K – – –
CCM
268
Coldstream Capital Management
Washington
$580K +$29.7K +115 +5%
KPWS
269
Kestra Private Wealth Services
Texas
$578K +$2.84K +11 +0.5%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$574K +$10.1K +39 +2%
KCP
271
Kera Capital Partners
California
$572K +$203K +786 +53%
BEAM
272
Baker Ellis Asset Management
Washington
$571K – – –
GI
273
GAMMA Investing
California
$569K +$143K +554 +32%
CP
274
CenterBook Partners
Connecticut
$566K +$582K +2,258 New
Brown Advisory
275
Brown Advisory
Maryland
$550K +$24K +93 +4%