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Primoris Services
PRIM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
426
Cornerstone Financial Management
Massachusetts
$991 +$1.31K +10 New
PWMG
427
Prestige Wealth Management Group
New Jersey
$794 +$657 +5 +167%
BIA
428
Bell Investment Advisors
California
$793 -$5.65K -43 -84%
CFO
429
CVA Family Office
Colorado
$694 -$6.84K -52 -88%
RWM
430
Raffa Wealth Management
District of Columbia
$694 +$789 +6 +600%
PMFA
431
Plante Moran Financial Advisors
Michigan
$694 +$920 +7 New
IPS
432
Investors Portfolio Services
Washington
$677 -$3.94K -30 -81%
BHWM
433
Bay Harbor Wealth Management
Maryland
$595 -$657 -5 -45%
AW
434
Ankerstar Wealth
Texas
$496 -$131 -1 -17%
GWM
435
Gilpin Wealth Management
Colorado
$496 -$131 -1 -17%
TWD
436
True Wealth Design
Ohio
$496 – – –
TC
437
Trust Company
Kansas
$496 – – –
RWM
438
Rialto Wealth Management
New York
$397 -$394 -3 -43%
GFA
439
Godfrey Financial Associates
New York
$396 -$131 -1 -20%
CIAM
440
Caitong International Asset Management
Hong Kong
$396 +$526 +4 New
LI
441
LRI Investments
Florida
$396 +$526 +4 New
MWM
442
Mascoma Wealth Management
New Hampshire
$396 +$526 +4 New
AWM
443
Abound Wealth Management
Tennessee
$298 – – –
DCM
444
Davis Capital Management
Florida
$297 +$394 +3 New
LFG
445
Larson Financial Group
Missouri
$198 – – –
AAS
446
Ameritas Advisory Services
Nebraska
$198 +$263 +2 New
MCA
447
Maryland Capital Advisors
Maryland
$100 +$131 +1 New
MCM
448
MV Capital Management
Maryland
$100 +$131 +1 New
DF
449
DecisionPoint Financial
Arizona
$93 +$131 +1 New
CFB
450
Cullen/Frost Bankers
Texas
$2 -$50.1K -381 Closed
16 17
18
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