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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
451
Cornerstone Planning Group
New Jersey
$7.24K +$88.6K +330 +16,500%
AIM
452
Anchor Investment Management
South Carolina
$6.94K – – –
BWL
453
Bogart Wealth LLC
Virginia
$6.38K – – –
EPW
454
Evergreen Private Wealth
Colorado
$5.83K – – –
TCM
455
TD Capital Management
Tennessee
$4.51K – – –
HNW
456
High Note Wealth
Minnesota
$4.44K – – –
MAS
457
MPWM Advisory Solutions
Georgia
$3.89K – – –
FFO
458
Fortitude Family Office
Arizona
$3.89K +$1.07K +4 +40%
WA
459
WPG Advisers
Maryland
$3.61K – – –
HI
460
Harbour Investments
Wisconsin
$3.33K +$805 +3 +33%
DPW
461
DiNuzzo Private Wealth
Pennsylvania
$2.96K – – –
BIA
462
Bell Investment Advisors
California
$2.5K – – –
FMP
463
Financial Management Professionals
Texas
$2.5K – – –
RF
464
Rossby Financial
Florida
$2.49K +$2.42K +9 New
BGAI
465
Bruce G. Allen Investments
Colorado
$2.22K – – –
FPF
466
First Pacific Financial
Washington
$1.95K – – –
FHC
467
First Horizon Corporation
Tennessee
$1.94K +$1.88K +7 New
STB
468
S&T Bank
Pennsylvania
$1.67K -$1.61K -6 -50%
TIM
469
Tortoise Investment Management
New York
$1.67K +$268 +1 +20%
TFA
470
Transamerica Financial Advisors
Florida
$1.39K +$1.61K +6 New
S
471
Sachetta
Massachusetts
$1.39K – – –
JWM
472
JPL Wealth Management
Colorado
$1.39K +$1.34K +5 New
Q1WB
473
Quest 10 Wealth Builders
Virginia
$1.39K +$1.34K +5 New
GEA
474
Glen Eagle Advisors
New Jersey
$1.14K – – –
VWA
475
Valued Wealth Advisors
Utah
$1.12K -$268 -1 -20%