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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
201
Vanguard Personalized Indexing Management
California
$677K +$243K +1,191 +57%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$676K +$671K +3,284 New
MWM
203
MGB Wealth Management
Texas
$673K +$668K +3,270 New
SG Americas Securities
204
SG Americas Securities
New York
$663K +$142K +696 +28%
OAM
205
Oppenheimer Asset Management
New York
$654K -$71.9K -352 -10%
COI
206
Connable Office Inc
Michigan
$638K
AIM
207
Ausbil Investment Management
Australia
$619K +$146K +715 +31%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$608K +$30.2K +148 +5%
VA
209
Vident Advisory
Georgia
$607K +$603K +2,951 New
SAM
210
Securian Asset Management
Minnesota
$603K -$20.4K -100 -3%
M&T Bank
211
M&T Bank
New York
$599K -$3.27K -16 -0.5%
CT
212
ClearAlpha Technologies
Connecticut
$597K +$593K +2,903 New
CI
213
Cavalier Investments
Georgia
$597K +$11.2K +55 +2%
EI
214
Ethic Inc
New York
$597K +$231K +1,129 +64%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$596K
DADC
216
D.A. Davidson & Co
Montana
$570K -$613 -3 -0.1%
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$550K +$28.2K +138 +5%
DTL
218
Dynamic Technology Lab
Singapore
$545K -$1.19M -5,821 -69%
KWM
219
Kolinsky Wealth Management
New Jersey
$505K -$10.6K -52 -2%
KPWS
220
Kestra Private Wealth Services
Texas
$503K -$409 -2 -0.1%
SWM
221
Sendero Wealth Management
Texas
$503K +$46K +225 +10%
Mariner
222
Mariner
Kansas
$497K +$41.7K +204 +9%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$488K -$400K -1,955 -45%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$485K -$283K -1,387 -37%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$482K -$5.11K -25 -1%