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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Harbour Investments
Wisconsin
$6.73K – – –
CMA
477
Cedar Mountain Advisors
Oregon
$5.68K – – –
APFP
478
Action Point Financial Planning
Michigan
$5.68K +$5.47K +20 New
DWM
479
Dogwood Wealth Management
Kansas
$5.4K – – –
HFS
480
Hughes Financial Services
Virginia
$5.12K +$3.01K +11 +157%
TCM
481
TD Capital Management
Tennessee
$4.67K – – –
HNW
482
High Note Wealth
Minnesota
$4.55K – – –
OCWP
483
Owl Creek Wealth Partners
Colorado
$4.26K – – –
MAS
484
MPWM Advisory Solutions
Georgia
$3.98K – – –
WA
485
WPG Advisers
Maryland
$3.98K +$274 +1 +8%
RWM
486
Rialto Wealth Management
New York
$3.98K +$547 +2 +17%
VWA
487
Valued Wealth Advisors
Utah
$3.42K +$274 +1 +9%
CT
488
Clearstead Trust
Maine
$3.41K +$3.28K +12 New
CPG
489
Cornerstone Planning Group
New Jersey
$3.14K – – –
BIA
490
Bell Investment Advisors
California
$3.13K – – –
CCMI
491
Creative Capital Management Investments
California
$3.13K +$3.01K +11 New
DPW
492
DiNuzzo Private Wealth
Pennsylvania
$2.84K -$274 -1 -9%
FMP
493
Financial Management Professionals
Texas
$2.56K – – –
UFPG
494
United Financial Planning Group
New York
$2.56K – – –
BFS
495
Bare Financial Services
Pennsylvania
$2.56K +$821 +3 +50%
BGAI
496
Bruce G. Allen Investments
Colorado
$2.27K – – –
MAM
497
Marquette Asset Management
Minnesota
$2.27K – – –
ZBNA
498
Zions Bancorporation, National Association
Utah
$2.27K – – –
DF
499
Dunhill Financial
United Kingdom
$2.2K – – –
FPF
500
First Pacific Financial
Washington
$2.02K – – –