We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
376
Symmetry Partners
Connecticut
$368K -$83.9K -1,202 -19%
EIM
377
Elliott Investment Management
Florida
$362K – – –
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$358K +$63.2K +905 +22%
EI
379
Ellevest Inc
New York
$355K +$58.2K +834 +20%
CWP
380
Concord Wealth Partners
Virginia
$333K +$89K +1,275 +38%
LB
381
Legacy Bridge
Iowa
$331K – – –
EHWM
382
Eads & Heald Wealth Management
Georgia
$328K -$2.09K -30 -0.7%
LFA
383
Legacy Financial Advisors
Kentucky
$328K +$16.5K +236 +5%
KNFPWM
384
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K +$316K +4,533 New
ASN
385
Advisory Services Network
Georgia
$326K +$72.1K +1,033 +30%
MFGM
386
Marshall Financial Group (Maryland)
Maryland
$323K +$312K +4,465 New
IRF
387
IBM Retirement Fund
New York
$320K -$225K -3,219 -42%
QI
388
Qtron Investments
Massachusetts
$319K – – –
TC
389
TownSquare Capital
Utah
$319K +$308K +4,409 New
CPC
390
Cookson Peirce & Co
Pennsylvania
$318K +$307K +4,400 New
CA
391
Cetera Advisors
Colorado
$315K -$24.4K -349 -7%
AF
392
Allworth Financial
California
$315K +$11.6K +166 +4%
EF
393
Empirical Finance
Pennsylvania
$315K +$78.9K +1,130 +35%
PAM
394
Palisade Asset Management
Minnesota
$307K -$209K -3,000 -41%
JMF
395
Johnson Midwest Financial
Iowa
$301K +$558 +8 +0.2%
CAAM
396
Cornerstone Advisors Asset Management
Pennsylvania
$296K +$285K +4,091 New
CGL
397
Clarius Group LLC
Washington
$292K +$16.9K +242 +6%
VAS
398
Vestmark Advisory Solutions
Massachusetts
$290K -$2.16K -31 -0.8%
IPW
399
Inlet Private Wealth
Florida
$290K +$628 +9 +0.2%
RG
400
Renaissance Group
Kentucky
$287K – – –
14 15
16
17 18