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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
301
Money Concepts Capital
Florida
$1.99K +$1.95K +14 New
MRCM
302
M&R Capital Management
New Jersey
$1.99K +$1.95K +14 New
SIC
303
SJS Investment Consulting
Ohio
$1.84K +$418 +3 +30%
ACM
304
AUA Capital Management
Pennsylvania
$1.7K – – –
AF
305
Allworth Financial
California
$1.56K +$139 +1 +10%
DI
306
Disciplined Investments
Oklahoma
$1.56K +$279 +2 +22%
AF
307
Advisornet Financial
Minnesota
$1.56K +$1.53K +11 New
NA
308
NewEdge Advisors
Louisiana
$1.52K +$99.9K +717 New
VCM
309
Versant Capital Management
Arizona
$1.42K – – –
BIA
310
Bell Investment Advisors
California
$1.28K +$557 +4 +80%
SFG
311
Steward Financial Group
Texas
$1K +$1.95K +14 New
FHA
312
First Horizon Advisors
Tennessee
$993 – – –
GRP
313
Global Retirement Partners
California
$993 – – –
SWA
314
Sutton Wealth Advisors
Florida
$851 – – –
MCM
315
Manchester Capital Management
Vermont
$425 – – –
FFA
316
Farther Finance Advisors
California
$284 +$279 +2 New
TWP
317
TFO Wealth Partners
Ohio
$220 +$418 +3 New
HNB
318
Huntington National Bank
Ohio
$142 – – –
Massachusetts Financial Services
319
Massachusetts Financial Services
Massachusetts
– -$16.1M -130,451 Closed
TD Asset Management
320
TD Asset Management
Ontario, Canada
– -$9.4M -75,718 Closed
EIP
321
Epoch Investment Partners
New York
– -$9.12M -73,892 Closed
RWM
322
Ritholtz Wealth Management
New York
– -$4.09M -33,159 Closed
KBC Group
323
KBC Group
Belgium
– -$3.41M -27,622 Closed
AIMCA
324
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.32M -26,900 Closed
William Blair & Company
325
William Blair & Company
Illinois
– -$2.21M -17,869 Closed