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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
476
Dogwood Wealth Management
Kansas
$5.4K
HFS
477
Hughes Financial Services
Virginia
$5.12K +$3.01K +11 +157%
TCM
478
TD Capital Management
Tennessee
$4.67K
HNW
479
High Note Wealth
Minnesota
$4.55K
OCWP
480
Owl Creek Wealth Partners
Colorado
$4.26K
MAS
481
MPWM Advisory Solutions
Georgia
$3.98K
WA
482
WPG Advisers
Maryland
$3.98K +$274 +1 +8%
RWM
483
Rialto Wealth Management
New York
$3.98K +$547 +2 +17%
VWA
484
Valued Wealth Advisors
Utah
$3.42K +$274 +1 +9%
CT
485
Clearstead Trust
Maine
$3.41K +$3.28K +12 New
CPG
486
Cornerstone Planning Group
New Jersey
$3.14K
BIA
487
Bell Investment Advisors
California
$3.13K
CCMI
488
Creative Capital Management Investments
California
$3.13K +$3.01K +11 New
DPW
489
DiNuzzo Private Wealth
Pennsylvania
$2.84K -$274 -1 -9%
FMP
490
Financial Management Professionals
Texas
$2.56K
UFPG
491
United Financial Planning Group
New York
$2.56K
BFS
492
Bare Financial Services
Pennsylvania
$2.56K +$821 +3 +50%
BGAI
493
Bruce G. Allen Investments
Colorado
$2.27K
MAM
494
Marquette Asset Management
Minnesota
$2.27K
ZBNA
495
Zions Bancorporation, National Association
Utah
$2.27K
DF
496
Dunhill Financial
United Kingdom
$2.2K
FPF
497
First Pacific Financial
Washington
$2.02K
HIA
498
HFM Investment Advisors
New Jersey
$1.99K +$1.37K +5 +250%
FHC
499
First Horizon Corporation
Tennessee
$1.99K
BHWM
500
Bay Harbor Wealth Management
Maryland
$1.99K +$547 +2 +40%