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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
426
True Wealth Design
Ohio
$19K +$7.48K +29 +62%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$18.4K – – –
AUB
428
Atlantic Union Bankshares
Virginia
$17.8K +$18.3K +71 New
CA
429
Centerpoint Advisors
Massachusetts
$17K – – –
TSMHT
430
Thurston Springer Miller Herd & Titak
Indiana
$16.3K – – –
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$14.8K -$6.19K -24 -29%
BWA
432
Basecamp Wealth Advisors
Washington
$14.5K +$516 +2 +4%
CIM
433
Contravisory Investment Management
Massachusetts
$13.8K -$6.71K -26 -32%
CFO
434
CVA Family Office
Colorado
$13.5K +$13.9K +54 New
NECFA
435
New England Capital Financial Advisors
Connecticut
$12.5K – – –
LI
436
LRI Investments
Florida
$12.4K +$2.58K +10 +25%
GSWM
437
Golden State Wealth Management
California
$11.6K – – –
JWA
438
JFS Wealth Advisors
Pennsylvania
$10.8K -$1.29K -5 -10%
BWM
439
Bullock Wealth Management
Indiana
$10.2K – – –
PTC
440
Private Trust Company
Ohio
$9.77K – – –
SA
441
SRH Advisors
Kansas
$9.52K – – –
CAL
442
Capital Advisors Ltd
Ohio
$9K – – –
AWA
443
Acumen Wealth Advisors
Tennessee
$8.52K -$4.13K -16 -32%
HWP
444
Highline Wealth Partners
California
$8.52K +$8.77K +34 New
RF
445
Rossby Financial
Florida
$8.38K +$4.9K +19 +136%
C
446
Covestor
United Kingdom
$8K -$46.4K -180 -85%
FFO
447
Fortitude Family Office
Arizona
$7.76K +$4.13K +16 +107%
FDW
448
Fourth Dimension Wealth
Ohio
$7.51K – – –
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$7.26K – – –
BWL
450
Bogart Wealth LLC
Virginia
$6.76K +$1.03K +4 +17%