We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
Concord Wealth Partners
Virginia
$248K +$54.6K +854 +28%
ACS
402
Archford Capital Strategies
Illinois
$246K +$38.2K +597 +18%
BSW
403
Buckingham Strategic Wealth
Missouri
$245K +$248K +3,885 New
9WM
404
9258 Wealth Management
Ohio
$244K
MAM
405
MMA Asset Management
Pennsylvania
$242K
Vontobel Holding
406
Vontobel Holding
Switzerland
$240K -$26.8K -419 -10%
PA
407
Profund Advisors
Maryland
$234K -$11K -172 -4%
Squarepoint
408
Squarepoint
New York
$232K -$7.92M -123,844 -97%
FM
409
Foster & Motley
Ohio
$231K -$76K -1,188 -24%
DAS
410
Dynamic Advisor Solutions
Arizona
$231K
IHWM
411
Iron Horse Wealth Management
Iowa
$231K +$6.39K +100 +3%
William Blair & Company
412
William Blair & Company
Illinois
$224K +$226K +3,540 New
RFC
413
Regions Financial Corp
Alabama
$223K
AIP
414
Ameritas Investment Partners
Nebraska
$222K
KC
415
Kinloch Capital
Virginia
$220K
EI
416
Ellevest Inc
New York
$218K +$13.2K +206 +6%
CAM
417
Cresset Asset Management
Illinois
$217K +$220K +3,438 New
JIC
418
Johnson Investment Counsel
Ohio
$215K
CGL
419
Clarius Group LLC
Washington
$213K +$256 +4 +0.1%
EHWM
420
Eads & Heald Wealth Management
Georgia
$209K -$4.41K -69 -2%
CWA
421
Centennial Wealth Advisory
Michigan
$208K +$211K +3,293 New
BCA
422
Berman Capital Advisors
Georgia
$205K +$4.67K +73 +2%
EH
423
Equitable Holdings
New York
$205K +$208K +3,249 New
CA
424
Cetera Advisors
Colorado
$203K +$205K +3,206 New
SG Americas Securities
425
SG Americas Securities
New York
$202K -$689K -10,773 -77%