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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$270K +$272K +1,044 New
IFS
352
Ifrah Financial Services
Arkansas
$266K -$7.57K -29 -3%
FDP
353
Financiere des Professionnels
Quebec, Canada
$265K
CFG
354
Citizens Financial Group
Rhode Island
$265K +$50.9K +195 +23%
SI
355
Stephens Inc
Arkansas
$264K -$19.6K -75 -7%
AWE
356
Avidian Wealth Enterprises
Texas
$262K -$4.43K -17 -2%
SC
357
Syon Capital
California
$260K +$262K +1,006 New
IA
358
IFC Advisors
California
$256K -$17.7K -68 -6%
SCA
359
Snowden Capital Advisors
New York
$252K -$2.35K -9 -0.9%
IFWM
360
Institute for Wealth Management
Colorado
$249K -$11.7K -45 -4%
IA
361
IFP Advisors
Florida
$248K -$44.3K -170 -15%
TC
362
Tannin Capital
North Carolina
$247K +$249K +955 New
NC
363
nVerses Capital
Florida
$246K +$249K +953 New
BFM
364
Boothbay Fund Management
New York
$238K -$62.6K -240 -21%
BSAM
365
Blue Square Asset Management
New York
$236K
RSWM
366
Robertson Stephens Wealth Management
California
$235K +$2.35K +9 +1%
BP
367
Ballentine Partners
Massachusetts
$232K -$783 -3 -0.3%
LIM
368
Leavell Investment Management
Alabama
$230K
LNWTC
369
Laird Norton Wetherby Trust Company
Washington
$229K +$231K +887 New
KBC Group
370
KBC Group
Belgium
$229K
WAM
371
Worth Asset Management
Texas
$228K +$230K +881 New
Allspring Global Investments
372
Allspring Global Investments
North Carolina
$227K +$223K +855 New
KAS
373
Kestra Advisory Services
Texas
$226K +$1.56K +6 +0.7%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$221K +$191K +731 +590%
ATPW
375
Ashton Thomas Private Wealth
Arizona
$220K +$15.4K +59 +7%