We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
426
Erste Asset Management
Austria
$363K
TFA
427
Teamwork Financial Advisors
Texas
$359K -$3.15M -37,098 -88%
Federated Hermes
428
Federated Hermes
Pennsylvania
$359K -$644K -7,586 -61%
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K +$594 +7 +0.1%
LFA
430
Legacy Financial Advisors
Kentucky
$353K +$12K +141 +3%
C
431
CEDRUS
Colorado
$349K +$26.1K +308 +7%
FA
432
FDx Advisors
Illinois
$349K
JCM
433
Jacobi Capital Management
Pennsylvania
$348K +$103K +1,215 +35%
CWA
434
Centennial Wealth Advisory
Michigan
$345K +$48.9K +576 +14%
STCOSD
435
Sageworth Trust Company of South Dakota
South Dakota
$340K -$42.2K -497 -10%
IAA
436
Independent Advisor Alliance
North Carolina
$338K +$386K +4,554 New
KA
437
Kintegral Advisory
New York
$335K -$20.5K -242 -5%
EI
438
Ellevest Inc
New York
$334K -$63K -742 -14%
IA
439
IFP Advisors
Florida
$333K -$409K -4,816 -45%
William Blair & Company
440
William Blair & Company
Illinois
$333K -$64.7K -763 -15%
FRM
441
Fox Run Management
Connecticut
$333K +$380K +4,478 New
AWM
442
Apollon Wealth Management
South Carolina
$329K +$31.8K +375 +9%
KWM
443
Kingsview Wealth Management
Oregon
$326K -$1.25M -14,679 -77%
Capstone Investment Advisors
444
Capstone Investment Advisors
New York
$326K +$372K +4,385 New
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$322K
CWP
446
Cyndeo Wealth Partners
Florida
$321K -$3.96M -46,709 -92%
XT
447
XTX Topco
Cayman Islands
$311K +$355K +4,188 New
JWCA
448
J.W. Coons Advisors
Ohio
$311K +$2.12K +25 +0.6%
CG
449
Caprock Group
Idaho
$307K +$19.2K +226 +6%
AA
450
ALPS Advisors
Colorado
$304K +$1.44K +17 +0.4%