We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
401
Personal CFO Solutions
New Jersey
$427K -$95.2K -1,226 -17%
BSW
402
Buckingham Strategic Wealth
Missouri
$424K +$35K +451 +8%
NA
403
NewEdge Advisors
Louisiana
$424K -$128K -1,647 -22%
NB
404
Nicolet Bankshares
Wisconsin
$419K -$14.7K -190 -3%
HBT
405
Heartland Bank & Trust
Illinois
$413K +$6.52K +84 +1%
TCM
406
Twin Capital Management
Pennsylvania
$413K -$42.8K -551 -9%
CIA
407
Capital Investment Advisors
Georgia
$413K +$8.85K +114 +2%
ASN
408
Advisory Services Network
Georgia
$400K +$177K +2,278 +70%
PCIA
409
Prime Capital Investment Advisors
Kansas
$398K -$34.9K -450 -8%
Bessemer Group
410
Bessemer Group
New Jersey
$396K +$198K +2,547 +87%
RWS
411
Resolute Wealth Strategies
Mississippi
$395K +$310 +4 +0.1%
IC
412
IEQ Capital
California
$390K +$98.3K +1,267 +31%
WPW
413
Waldron Private Wealth
Pennsylvania
$388K -$11.7K -151 -3%
CCM
414
Coldstream Capital Management
Washington
$387K +$3.34K +43 +0.8%
CAMG
415
CWA Asset Management Group
Florida
$386K -$310 -4 -0.1%
CL
416
Choreo LLC
Illinois
$382K -$1.71K -22 -0.4%
RBC
417
Romano Brothers & Co
Illinois
$380K – – –
BMC
418
Benin Management Corp
Connecticut
$375K – – –
WS
419
Wedbush Securities
California
$374K -$28K -361 -7%
MCM
420
MAI Capital Management
Ohio
$372K -$11.3K -145 -3%
BL
421
Balentine LLC
Georgia
$371K +$931 +12 +0.2%
SP
422
Symmetry Partners
Connecticut
$366K – – –
BFG
423
Bleakley Financial Group
New Jersey
$365K -$24.9K -321 -6%
SS
424
Simplicity Solutions
Minnesota
$365K -$24.4K -315 -6%
UCFA
425
United Capital Financial Advisors
Texas
$362K -$30.5K -393 -7%