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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
426
Root Financial Partners
California
$27.5K +$26.6K +99 New
CFB
427
Cullen/Frost Bankers
Texas
$25.6K -$7.52K -28 -23%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$23.3K
PWA
429
Physician Wealth Advisors
Utah
$23.3K +$1.07K +4 +5%
CIM
430
Contravisory Investment Management
Massachusetts
$22.5K
WANY
431
Wealthspire Advisors (New York)
New York
$22.5K +$21.7K +81 New
Mitsubishi UFJ Asset Management
432
Mitsubishi UFJ Asset Management
Japan
$19.4K
CA
433
Centerpoint Advisors
Massachusetts
$19K
BCWM
434
Bartlett & Co Wealth Management
Ohio
$18.9K
Optiver Holding
435
Optiver Holding
Netherlands
$17.8K -$6.44K -24 -27%
RA
436
Rise Advisors
New York
$17.8K +$537 +2 +3%
DWM
437
Dogwood Wealth Management
Kansas
$15.5K +$2.95K +11 +24%
NECFA
438
New England Capital Financial Advisors
Connecticut
$13.9K
GSWM
439
Golden State Wealth Management
California
$12.8K
PTC
440
Private Trust Company
Ohio
$11.9K
LI
441
LRI Investments
Florida
$10.9K
SA
442
SRH Advisors
Kansas
$10.5K
JWA
443
JFS Wealth Advisors
Pennsylvania
$10.3K
CT
444
Clearstead Trust
Maine
$9.99K +$7.79K +29 +414%
TWD
445
True Wealth Design
Ohio
$9.72K +$8.32K +31 +775%
CAL
446
Capital Advisors Ltd
Ohio
$9K
FDW
447
Fourth Dimension Wealth
Ohio
$8.33K
SIC
448
SJS Investment Consulting
Ohio
$7.77K +$6.17K +23 +460%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$7.5K
CPG
450
Cornerstone Planning Group
New Jersey
$7.24K +$88.6K +330 +16,500%