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Primerica
PRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
501
Central Trust Company
Missouri
$822 – – –
NC
502
NewSquare Capital
Pennsylvania
$821 -$1.59K -6 -67%
CFD
503
Creative Financial Designs
Indiana
$821 – – –
BHWM
504
Bay Harbor Wealth Management
Maryland
$821 +$530 +2 +200%
HIA
505
HFM Investment Advisors
New Jersey
$821 +$530 +2 +200%
RWM
506
Rialto Wealth Management
New York
$548 -$1.59K -6 -75%
PWM
507
Parkworth Wealth Management
California
$547 – – –
PWA
508
Principia Wealth Advisory
Texas
$547 +$265 +1 +100%
HFS
509
Hughes Financial Services
Virginia
$534 +$530 +2 New
CPG
510
Cornerstone Planning Group
New Jersey
$528 +$530 +2 New
DF
511
DecisionPoint Financial
Arizona
$279 +$265 +1 New
RCM
512
Raleigh Capital Management
North Carolina
$275 +$265 +1 New
CA
513
CoreCap Advisors
Michigan
$274 – – –
SS
514
SBI Securities
Japan
$274 – – –
SC
515
SouthState Corp
Florida
$274 – – –
CIAS
516
CBIZ Investment Advisory Services
Ohio
$274 +$265 +1 New
QWM
517
Quaker Wealth Management
New Jersey
$274 +$265 +1 New
SC
518
Stephens Consulting
Michigan
$274 +$265 +1 New
CF
519
Corebridge Financial
Texas
– -$10.5M -36,859 Closed
LIP
520
Lighthouse Investment Partners
Florida
– -$8.52M -29,953 Closed
TC
521
TwinBeech Capital
New York
– -$6.59M -23,148 Closed
IC
522
IEQ Capital
California
– -$3.15M -11,069 Closed
LS
523
Livforsakringsbolaget Skandia
Sweden
– -$2.73M -9,600 Closed
OIAM
524
OFI Invest Asset Management
France
– -$1.95M -7,400 Closed
LCM
525
LRT Capital Management
Texas
– -$1.42M -4,995 Closed
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