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Primerica
PRI

Name Holding Trade Value Shares
Change 		Change in
Stake
S
476
Sachetta
Massachusetts
$1.36K – – –
VWA
477
Valued Wealth Advisors
Utah
$1.36K +$284 +1 +25%
GEA
478
Glen Eagle Advisors
New Jersey
$1.1K – – –
CSWM
479
Cassady Schiller Wealth Management
Ohio
$1.09K +$1.13K +4 New
CTC
480
Central Trust Company
Missouri
$815 – – –
MCM
481
Manchester Capital Management
Vermont
$815 – – –
GFPC
482
Global Financial Private Client
Florida
$814 +$851 +3 New
NC
483
NewSquare Capital
Pennsylvania
$543 +$567 +2 New
OSNBOA
484
Old Second National Bank of Aurora
Illinois
$543 +$567 +2 New
PWM
485
Parkworth Wealth Management
California
$543 +$567 +2 New
PWA
486
Principia Wealth Advisory
Texas
$543 +$567 +2 New
CA
487
CoreCap Advisors
Michigan
$271 – – –
RIL
488
Rothschild Investment LLC
Illinois
$271 – – –
SS
489
SBI Securities
Japan
$271 +$284 +1 New
CA
490
Clearstead Advisors
Ohio
$4 -$1.13K -4 Closed
IAIM
491
International Assets Investment Management
Florida
– -$95 -25,189 Closed
WI
492
WBI Investments
New Jersey
– -$1.69M -6,355 Closed
SEC
493
Seven Eight Capital
New York
– -$1.16M -4,364 Closed
LAM
494
LECAP Asset Management
United Kingdom
– -$929K -3,505 Closed
I
495
InceptionR
California
– -$874K -3,295 Closed
AC
496
AXQ Capital
New Jersey
– -$548K -2,067 Closed
GC
497
Guggenheim Capital
Illinois
– -$463K -1,746 Closed
MM
498
MQS Management
New York
– -$417K -1,572 Closed
CIM
499
Cambria Investment Management
California
– -$409K -1,542 Closed
FTDI
500
First Trust Direct Indexing
Massachusetts
– -$277K -1,043 Closed
17 18 19
20
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