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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
301
Institutional & Family Asset Management
Colorado
$5K
SA
302
SRH Advisors
Kansas
$5K
FPS
303
Fieldpoint Private Securities
Connecticut
$4K -$710 -5 -14%
LC
304
Lindbrook Capital
California
$4K +$1.99K +14 +88%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$4K +$4.12K +29 New
EWA
306
EverSource Wealth Advisors
Alabama
$4K +$4.54K +32 New
FHA
307
First Horizon Advisors
Tennessee
$3K -$10.5K -74 -77%
ACM
308
AUA Capital Management
Pennsylvania
$3K
FBT
309
First Bank & Trust
South Dakota
$3K
JWA
310
JFS Wealth Advisors
Pennsylvania
$3K +$1.7K +12 +120%
AAP
311
Arax Advisory Partners
Colorado
$2K -$568 -4 -27%
FMP
312
Financial Management Professionals
Texas
$2K
CI
313
Cordant Inc
Oregon
$2K +$2.41K +17 New
DA
314
Denali Advisors
California
$1K -$568 -4 -40%
EI
315
Ellevest Inc
New York
$1K
SC
316
Schubert & Co
Texas
$1K
VCM
317
Versant Capital Management
Arizona
$1K
MCC
318
Money Concepts Capital
Florida
$1K +$568 +4 New
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$1K +$710 +5 New
DI
320
Disciplined Investments
Oklahoma
$1K +$994 +7 New
CWP
321
Concord Wealth Partners
Virginia
$1K +$1.14K +8 New
CCM
322
Cantillon Capital Management
New York
-$111M -727,292 Closed
Westfield Capital Management
323
Westfield Capital Management
Massachusetts
-$30M -195,459 Closed
Axa
324
Axa
France
-$8.46M -55,200 Closed
WC
325
Walthausen & Co
New York
-$2.5M -16,342 Closed