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Primoris Services

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$2.24K +$1.01K +14 +56%
TC
352
Truvestments Capital
Florida
$2.01K – – –
FNWA
353
Financial Network Wealth Advisors
Utah
$1.44K +$1.81K +25 New
MCM
354
Manchester Capital Management
Vermont
$1.32K – – –
TWD
355
True Wealth Design
Ohio
$1.32K +$1.23K +17 +283%
SC
356
Stephens Consulting
Michigan
$1.15K +$1.45K +20 New
LFG
357
Larson Financial Group
Missouri
$1.15K +$1.45K +20 New
Amundi
358
Amundi
France
$1.1K +$795 +11 +122%
BGAI
359
Bruce G. Allen Investments
Colorado
$919 – – –
IA
360
IFP Advisors
Florida
$861 +$723 +10 +200%
CFD
361
Creative Financial Designs
Indiana
$632 +$795 +11 New
BIA
362
Bell Investment Advisors
California
$460 – – –
PA
363
Parallel Advisors
California
$459 -$1.45K -20 -71%
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$345 – – –
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$344 – – –
JWA
366
JFS Wealth Advisors
Pennsylvania
$288 -$1.16K -16 -76%
SIC
367
SJS Investment Consulting
Ohio
$230 -$217 -3 -43%
HIA
368
HFM Investment Advisors
New Jersey
$173 +$217 +3 New
SW
369
SVB Wealth
Massachusetts
$115 +$145 +2 New
PWM
370
Parkworth Wealth Management
California
$57 – – –
BHWM
371
Bay Harbor Wealth Management
Maryland
$57 +$72 +1 New
SPPAM
372
Summit Partners Public Asset Management
Massachusetts
– -$40.3M -526,883 Closed
DCP
373
Diameter Capital Partners
New York
– -$15.3M -200,000 Closed
GIM
374
Goodlander Investment Management
Texas
– -$9.55M -125,000 Closed
NIM
375
NEOS Investment Management
Connecticut
– -$7.16M -93,734 Closed