We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
401
LeJeune Puetz Investment Counsel
Michigan
$284K – – –
AC
402
ASB Consultores
Florida
$284K +$274K +3,920 New
ACS
403
Archford Capital Strategies
Illinois
$281K +$1.81K +26 +0.7%
9WM
404
9258 Wealth Management
Ohio
$280K – – –
ESCM
405
Echo Street Capital Management
New York
$274K -$28.5K -409 -10%
BPA
406
Beacon Pointe Advisors
California
$270K -$56.6K -811 -18%
LOAMS
407
Lombard Odier Asset Management (Switzerland)
Switzerland
$269K +$260K +3,720 New
S
408
SignatureFD
Georgia
$268K +$45.9K +658 +22%
CG
409
Caprock Group
Idaho
$268K +$258K +3,704 New
DAS
410
Dynamic Advisor Solutions
Arizona
$266K – – –
CWA
411
Centennial Wealth Advisory
Michigan
$265K +$14.3K +205 +6%
IHWM
412
Iron Horse Wealth Management
Iowa
$264K – – –
TMAM
413
Tokio Marine Asset Management
Japan
$264K +$25.5K +366 +11%
William Blair & Company
414
William Blair & Company
Illinois
$263K -$50.6K -725 -17%
FC
415
FORA Capital
Florida
$257K +$248K +3,550 New
FFN
416
Focus Financial Network
Minnesota
$256K +$247K +3,539 New
EH
417
Equitable Holdings
New York
$256K +$20K +286 +9%
Brown Advisory
418
Brown Advisory
Maryland
$252K – – –
PA
419
Profund Advisors
Maryland
$246K -$4.61K -66 -2%
T
420
TCWP
Ohio
$246K +$238K +3,407 New
MML Investors Services
421
MML Investors Services
Massachusetts
$243K +$234K +3,354 New
FIA
422
Foundations Investment Advisors
Arizona
$241K +$220K +3,149 New
DA
423
Denali Advisors
California
$239K -$328K -4,700 -59%
AIP
424
Ameritas Investment Partners
Nebraska
$234K -$19.3K -277 -8%
SWP
425
Stratos Wealth Partners
Ohio
$234K +$6.07K +87 +3%