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Primerica
PRI

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%
LI
453
LRI Investments
Florida
$10.2K +$261 +1 +3%
PTC
454
Private Trust Company
Ohio
$10.1K -$1.04K -4 -9%
SA
455
SRH Advisors
Kansas
$9.82K – – –
RIL
456
Rothschild Investment LLC
Illinois
$9.3K -$73.3K -281 -89%
CAL
457
Capital Advisors Ltd
Ohio
$9K – – –
EP
458
Essential Partners
California
$8.01K -$77K -295 -90%
AF
459
Advisornet Financial
Minnesota
$7.75K -$40.2K -154 -84%
DWM
460
Dogwood Wealth Management
Kansas
$7.75K -$6.78K -26 -46%
FDW
461
Fourth Dimension Wealth
Ohio
$7.75K – – –
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$7.49K +$522 +2 +7%
KFAS
463
Keating Financial Advisory Services
Kansas
$6.72K +$6.78K +26 New
AIM
464
Anchor Investment Management
South Carolina
$6.46K – – –
EF
465
Entrust Financial
Pennsylvania
$6.46K +$6.52K +25 New
BWL
466
Bogart Wealth LLC
Virginia
$5.94K – – –
SAG
467
SageView Advisory Group
California
$5.17K +$5.22K +20 New
HNW
468
High Note Wealth
Minnesota
$4.39K +$261 +1 +6%
TCM
469
TD Capital Management
Tennessee
$4.21K – – –
FFO
470
Fortitude Family Office
Arizona
$3.88K +$261 +1 +7%
SIS
471
Sound Income Strategies
Florida
$3.72K +$3.65K +14 New
MAS
472
MPWM Advisory Solutions
Georgia
$3.62K – – –
WA
473
WPG Advisers
Maryland
$3.62K +$261 +1 +8%
RF
474
Rossby Financial
Florida
$3.62K +$1.3K +5 +56%
HI
475
Harbour Investments
Wisconsin
$3.36K +$261 +1 +8%
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