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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
451
Elevation Wealth Partners
California
$14.8K +$12K +44 +550%
NECFA
452
New England Capital Financial Advisors
Connecticut
$14.2K – – –
GSWM
453
Golden State Wealth Management
California
$13.2K – – –
CA
454
Clearstead Advisors
Ohio
$13.1K +$9.85K +36 +360%
JWA
455
JFS Wealth Advisors
Pennsylvania
$12.5K +$274 +1 +2%
PAP
456
Persistent Asset Partners
Hong Kong
$12.5K +$12K +44 New
BWM
457
Bullock Wealth Management
Indiana
$11.7K – – –
PTC
458
Private Trust Company
Ohio
$11.1K – – –
RF
459
Rossby Financial
Florida
$11.1K +$1.64K +6 +18%
RIL
460
Rothschild Investment LLC
Illinois
$11.1K +$5.75K +21 +117%
SA
461
SRH Advisors
Kansas
$10.8K – – –
CAL
462
Capital Advisors Ltd
Ohio
$10K – – –
Los Angeles Capital Management
463
Los Angeles Capital Management
California
$9.95K -$221K -808 -96%
AWA
464
Acumen Wealth Advisors
Tennessee
$9.66K – – –
HWP
465
Highline Wealth Partners
California
$9.66K – – –
STB
466
S&T Bank
Pennsylvania
$9.38K +$2.19K +8 +32%
FFO
467
Fortitude Family Office
Arizona
$9.09K +$274 +1 +3%
C
468
Covestor
United Kingdom
$9K – – –
FDW
469
Fourth Dimension Wealth
Ohio
$8.53K – – –
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$7.67K -$547 -2 -7%
PWAM
471
Private Wealth Asset Management
Iowa
$7.67K – – –
BWL
472
Bogart Wealth LLC
Virginia
$7.11K -$547 -2 -7%
AIM
473
Anchor Investment Management
South Carolina
$7.11K – – –
EF
474
Entrust Financial
Pennsylvania
$7.11K – – –
KFAS
475
Keating Financial Advisory Services
Kansas
$6.82K +$821 +3 +14%