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Primerica
PRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
451
Entrust Financial
Pennsylvania
$6.26K – – –
STB
452
S&T Bank
Pennsylvania
$6.26K +$4.64K +18 +257%
IAAG
453
Innovative Asset Advisors Group
Connecticut
$6.26K +$6.45K +25 New
HI
454
Harbour Investments
Wisconsin
$5.99K +$2.84K +11 +85%
KFAS
455
Keating Financial Advisory Services
Kansas
$5.26K -$1.29K -5 -19%
CMA
456
Cedar Mountain Advisors
Oregon
$5.01K +$5.16K +20 New
DWM
457
Dogwood Wealth Management
Kansas
$4.76K -$2.84K -11 -37%
RIL
458
Rothschild Investment LLC
Illinois
$4.51K -$4.64K -18 -50%
TCM
459
TD Capital Management
Tennessee
$4.1K – – –
HNW
460
High Note Wealth
Minnesota
$4.01K -$258 -1 -6%
TPWA
461
Twin Peaks Wealth Advisors
California
$4.01K +$4.13K +16 New
OCWP
462
Owl Creek Wealth Partners
Colorado
$3.76K +$3.87K +15 New
SIS
463
Sound Income Strategies
Florida
$3.55K – – –
MAS
464
MPWM Advisory Solutions
Georgia
$3.51K – – –
WA
465
WPG Advisers
Maryland
$3.26K -$258 -1 -7%
RWM
466
Rialto Wealth Management
New York
$3.01K +$1.55K +6 +100%
CPG
467
Cornerstone Planning Group
New Jersey
$2.77K – – –
VWA
468
Valued Wealth Advisors
Utah
$2.77K +$1.8K +7 +175%
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$2.76K – – –
BIA
470
Bell Investment Advisors
California
$2.76K +$516 +2 +22%
CA
471
Clearstead Advisors
Ohio
$2.5K -$144K -560 -98%
WA
472
Whipplewood Advisors
Colorado
$2.5K +$2.58K +10 New
TFA
473
Transamerica Financial Advisors
Florida
$2.27K +$516 +2 +29%
FMP
474
Financial Management Professionals
Texas
$2.25K – – –
UFPG
475
United Financial Planning Group
New York
$2.25K +$2.32K +9 New
17 18
19
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