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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$426K +$4.59K +28 +1%
STA
202
Summit Trail Advisors
New York
$424K +$40K +244 +11%
GAM
203
Gotham Asset Management
New York
$416K +$396K +2,417 New
SWM
204
Sendero Wealth Management
Texas
$411K +$68.8K +420 +21%
KWM
205
Kolinsky Wealth Management
New Jersey
$400K -$6.72K -41 -2%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$397K -$126K -767 -25%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$391K -$38K -232 -9%
Mariner
208
Mariner
Kansas
$386K +$84.9K +518 +30%
CCM
209
Coldstream Capital Management
Washington
$385K +$4.59K +28 +1%
PAM
210
Panagora Asset Management
Massachusetts
$385K
KeyBank National Association
211
KeyBank National Association
Ohio
$382K -$140K -855 -28%
IB
212
Intrust Bank
Kansas
$380K
ProShare Advisors
213
ProShare Advisors
Maryland
$378K -$475K -2,897 -57%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$371K +$353K +2,156 New
SWS
215
SYSTM Wealth Solutions
Illinois
$359K -$2.13K -13 -0.6%
CT
216
Chicago Trust
Illinois
$344K
URS
217
Utah Retirement Systems
Utah
$344K
TI
218
Tidal Investments
Wisconsin
$338K +$322K +1,964 New
William Blair & Company
219
William Blair & Company
Illinois
$333K +$317K +1,935 New
OTL
220
Oak Thistle LLC
New York
$328K +$312K +1,903 New
TSS
221
Two Sigma Securities
New York
$326K +$310K +1,892 New
CAN
222
Cetera Advisor Networks
California
$322K -$4.42K -27 -1%
SCM
223
Shelton Capital Management
Colorado
$321K -$9.02K -55 -3%
RP
224
Riverwater Partners
Wisconsin
$316K
IWC
225
Integrated Wealth Concepts
Massachusetts
$314K +$299K +1,823 New