We are live on ! Find out more
PRI icon

Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
451
Golden State Wealth Management
California
$11.9K – – –
SIC
452
SJS Investment Consulting
Ohio
$10.9K +$3.65K +14 +50%
BWM
453
Bullock Wealth Management
Indiana
$10.3K – – –
LI
454
LRI Investments
Florida
$10.2K +$261 +1 +3%
PTC
455
Private Trust Company
Ohio
$10.1K -$1.04K -4 -9%
SA
456
SRH Advisors
Kansas
$9.82K – – –
RIL
457
Rothschild Investment LLC
Illinois
$9.3K -$73.3K -281 -89%
CAL
458
Capital Advisors Ltd
Ohio
$9K – – –
EP
459
Essential Partners
California
$8.01K -$77K -295 -90%
AF
460
Advisornet Financial
Minnesota
$7.75K -$40.2K -154 -84%
DWM
461
Dogwood Wealth Management
Kansas
$7.75K -$6.78K -26 -46%
FDW
462
Fourth Dimension Wealth
Ohio
$7.75K – – –
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$7.49K +$522 +2 +7%
KFAS
464
Keating Financial Advisory Services
Kansas
$6.72K +$6.78K +26 New
AIM
465
Anchor Investment Management
South Carolina
$6.46K – – –
EF
466
Entrust Financial
Pennsylvania
$6.46K +$6.52K +25 New
BWL
467
Bogart Wealth LLC
Virginia
$5.94K – – –
SAG
468
SageView Advisory Group
California
$5.17K +$5.22K +20 New
HNW
469
High Note Wealth
Minnesota
$4.39K +$261 +1 +6%
TCM
470
TD Capital Management
Tennessee
$4.21K – – –
FFO
471
Fortitude Family Office
Arizona
$3.88K +$261 +1 +7%
SIS
472
Sound Income Strategies
Florida
$3.72K +$3.65K +14 New
MAS
473
MPWM Advisory Solutions
Georgia
$3.62K – – –
WA
474
WPG Advisers
Maryland
$3.62K +$261 +1 +8%
RF
475
Rossby Financial
Florida
$3.62K +$1.3K +5 +56%