We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
426
Deseret Mutual Benefit Administrators
Utah
$196K +$198K +3,097 New
JGIA
427
Jackson Grant Investment Advisers
Connecticut
$194K
WA
428
WestEnd Advisors
North Carolina
$189K
QCG
429
Quadrant Capital Group
Ohio
$184K +$46.1K +721 +33%
PI
430
PGGM Investments
Netherlands
$181K +$183K +2,858 New
CFB
431
Cullen/Frost Bankers
Texas
$167K +$9.59K +150 +6%
OIA
432
Optimum Investment Advisors
Illinois
$161K
TFGT
433
TS Financial Group (TSFG)
Illinois
$157K
S
434
SignatureFD
Georgia
$157K +$12.1K +190 +8%
SSC
435
Syverson Strege & Co
Iowa
$154K -$41.3K -646 -21%
JCM
436
Jacobi Capital Management
Pennsylvania
$147K -$16K -251 -10%
NIM
437
NuWave Investment Management
New Jersey
$146K +$56.6K +885 +62%
LIM
438
Longfellow Investment Management
Massachusetts
$145K -$80.1K -1,253 -35%
PA
439
Parallel Advisors
California
$137K +$44K +688 +47%
FWM
440
Focused Wealth Management
New York
$136K -$19.2K -300 -12%
CA
441
Clearstead Advisors
Ohio
$127K +$1.41K +22 +1%
DOA
442
D'Orazio & Associates
Virginia
$125K
CFA
443
Carroll Financial Associates
North Carolina
$124K +$29.3K +459 +30%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$122K
BC
445
Bartlett & Co
Ohio
$122K
BAM
446
Belpointe Asset Management
Nevada
$120K
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K +$111K +1,733 New
HNB
448
Huntington National Bank
Ohio
$107K +$14.6K +228 +16%
MAM
449
Meeder Asset Management
Ohio
$104K +$19.8K +309 +23%
Federated Hermes
450
Federated Hermes
Pennsylvania
$103K -$5.82K -91 -5%