We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ellevest Inc
New York
$263K +$40.4K +629 +18%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$261K -$2.25K -35 -0.9%
VAS
403
Vestmark Advisory Solutions
Massachusetts
$260K -$2.83K -44 -1%
VI
404
Vestcor Inc
New Brunswick, Canada
$259K -$35.4K -551 -12%
IPW
405
Inlet Private Wealth
Florida
$258K – – –
RG
406
Renaissance Group
Kentucky
$256K – – –
LPIC
407
LeJeune Puetz Investment Counsel
Michigan
$253K – – –
ACS
408
Archford Capital Strategies
Illinois
$249K -$1.8K -28 -0.7%
9WM
409
9258 Wealth Management
Ohio
$249K – – –
MAM
410
MMA Asset Management
Pennsylvania
$247K – – –
CGL
411
Clarius Group LLC
Washington
$245K +$27.7K +432 +13%
CAM
412
Cresset Asset Management
Illinois
$244K +$22.9K +356 +10%
DAS
413
Dynamic Advisor Solutions
Arizona
$237K +$1.35K +21 +0.6%
IHWM
414
Iron Horse Wealth Management
Iowa
$235K – – –
MFS
415
Mirabella Financial Services
United Kingdom
$229K -$153K -2,385 -40%
AIP
416
Ameritas Investment Partners
Nebraska
$226K – – –
SSC
417
Syverson Strege & Co
Iowa
$226K +$68.1K +1,061 +43%
Brown Advisory
418
Brown Advisory
Maryland
$225K -$41.6K -648 -16%
ASN
419
Advisory Services Network
Georgia
$224K -$55.9K -871 -20%
PA
420
Profund Advisors
Maryland
$223K -$14.6K -227 -6%
CWA
421
Centennial Wealth Advisory
Michigan
$223K +$10.9K +170 +5%
BCA
422
Berman Capital Advisors
Georgia
$223K +$14.3K +222 +7%
RFC
423
Regions Financial Corp
Alabama
$221K -$6.42K -100 -3%
WANY
424
Wealthspire Advisors (New York)
New York
$218K +$218K +3,392 New
CWP
425
Concord Wealth Partners
Virginia
$215K -$37.8K -588 -15%