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Primerica
PRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
451
Private Wealth Asset Management
Iowa
$6.76K +$6.96K +27 New
AIM
452
Anchor Investment Management
South Carolina
$6.26K – – –
EF
453
Entrust Financial
Pennsylvania
$6.26K – – –
STB
454
S&T Bank
Pennsylvania
$6.26K +$4.64K +18 +257%
IAAG
455
Innovative Asset Advisors Group
Connecticut
$6.26K +$6.45K +25 New
HI
456
Harbour Investments
Wisconsin
$5.99K +$2.84K +11 +85%
KFAS
457
Keating Financial Advisory Services
Kansas
$5.26K -$1.29K -5 -19%
CMA
458
Cedar Mountain Advisors
Oregon
$5.01K +$5.16K +20 New
DWM
459
Dogwood Wealth Management
Kansas
$4.76K -$2.84K -11 -37%
RIL
460
Rothschild Investment LLC
Illinois
$4.51K -$4.64K -18 -50%
TCM
461
TD Capital Management
Tennessee
$4.1K – – –
HNW
462
High Note Wealth
Minnesota
$4.01K -$258 -1 -6%
TPWA
463
Twin Peaks Wealth Advisors
California
$4.01K +$4.13K +16 New
OCWP
464
Owl Creek Wealth Partners
Colorado
$3.76K +$3.87K +15 New
SIS
465
Sound Income Strategies
Florida
$3.55K – – –
MAS
466
MPWM Advisory Solutions
Georgia
$3.51K – – –
WA
467
WPG Advisers
Maryland
$3.26K -$258 -1 -7%
RWM
468
Rialto Wealth Management
New York
$3.01K +$1.55K +6 +100%
CPG
469
Cornerstone Planning Group
New Jersey
$2.77K – – –
VWA
470
Valued Wealth Advisors
Utah
$2.77K +$1.8K +7 +175%
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$2.76K – – –
BIA
472
Bell Investment Advisors
California
$2.76K +$516 +2 +22%
CA
473
Clearstead Advisors
Ohio
$2.5K -$144K -560 -98%
WA
474
Whipplewood Advisors
Colorado
$2.5K +$2.58K +10 New
TFA
475
Transamerica Financial Advisors
Florida
$2.27K +$516 +2 +29%
17 18
19
20 21