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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
301
Sound Income Strategies
Florida
$18K – – –
QC
302
Quent Capital
New York
$17.9K – – –
CMBA
303
C.M. Bidwell & Associates
Hawaii
$17.7K – – –
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$17.1K +$5.9K +36 +57%
LFG
305
Larson Financial Group
Missouri
$16.2K – – –
WB
306
Webster Bank
Connecticut
$15.8K – – –
BCWM
307
Bartlett & Co Wealth Management
Ohio
$15.2K – – –
BC
308
Bartlett & Co
Ohio
$15K – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$15K +$7.05K +43 +98%
C
310
Covestor
United Kingdom
$14K -$164 -1 -1%
CWC
311
Carolinas Wealth Consulting
North Carolina
$12.9K – – –
WWP
312
WR Wealth Planners
Missouri
$11.7K +$11.1K +68 New
RCM
313
Raleigh Capital Management
North Carolina
$10.3K +$9.83K +60 New
LC
314
Lindbrook Capital
California
$8.96K +$164 +1 +2%
NECFA
315
New England Capital Financial Advisors
Connecticut
$8.61K – – –
APW
316
Acima Private Wealth
Virginia
$7.23K +$6.88K +42 New
SA
317
SRH Advisors
Kansas
$7K – – –
EI
318
Ellevest Inc
New York
$6.37K +$983 +6 +19%
JWA
319
JFS Wealth Advisors
Pennsylvania
$6.37K +$1.15K +7 +23%
IFAM
320
Institutional & Family Asset Management
Colorado
$6.2K – – –
SFG
321
Steward Financial Group
Texas
$6K +$3.61K +22 +157%
AAP
322
Arax Advisory Partners
Colorado
$5.51K -$164 -1 -3%
SC
323
Schubert & Co
Texas
$5.34K – – –
BWL
324
Bogart Wealth LLC
Virginia
$3.96K +$3.77K +23 New
VFA
325
Values First Advisors
Tennessee
$3.86K +$3.61K +22 New