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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$223K -$30.6K -121 -13%
AWM
327
Axxcess Wealth Management
California
$221K +$211K +834 New
MYAM
328
Meiji Yasuda Asset Management
Japan
$221K -$8.84K -35 -4%
EFS
329
Essex Financial Services
Connecticut
$218K -$84.4K -334 -30%
BP
330
Ballentine Partners
Massachusetts
$215K +$205K +811 New
AWS
331
Atria Wealth Solutions
New York
$215K +$205K +810 New
HPC
332
HM Payson & Co
Maine
$213K +$3.03K +12 +2%
CFM
333
Catalyst Funds Management
Australia
$212K +$202K +800 New
IPW
334
Impact Partnership Wealth
Georgia
$211K +$201K +797 New
AFCM
335
Applied Finance Capital Management
Puerto Rico
$211K +$201K +797 New
CWM
336
Congress Wealth Management
Massachusetts
$209K +$199K +787 New
FCP
337
Fidelis Capital Partners
Florida
$208K +$189K +749 New
SW
338
SlateStone Wealth
Florida
$207K +$197K +779 New
Rafferty Asset Management
339
Rafferty Asset Management
New York
$207K -$17.9K -71 -8%
FSC
340
Full Sail Capital
Oklahoma
$205K +$195K +774 New
FTWA
341
Fifth Third Wealth Advisors
Ohio
$204K -$91.2K -361 -32%
HCPC
342
Hamilton Capital Partners (Canada)
$204K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$195K -$333K -1,319 -64%
UCB
344
United Community Bank
South Carolina
$191K -$13.9K -55 -7%
US Bancorp
345
US Bancorp
Minnesota
$182K -$926K -3,668 -84%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$178K +$17.4K +69 +11%
ACA
347
Atlas Capital Advisors
Wyoming
$175K +$47K +186 +39%
AAM
348
Advisors Asset Management
Colorado
$170K +$106K +419 +187%
TWC
349
TD Waterhouse Canada
Ontario, Canada
$168K -$54.3K -215 -26%
HNB
350
Huntington National Bank
Ohio
$167K +$3.28K +13 +2%