We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
426
J.W. Cole Advisors
Florida
$518K +$511K +6,143 New
CG
427
Curat Global
New Hampshire
$518K +$511K +6,139 New
Vontobel Holding
428
Vontobel Holding
Switzerland
$515K -$45.3K -545 -8%
ISB
429
Iowa State Bank
Iowa
$509K -$46.8K -563 -9%
MAS
430
Meeder Advisory Services
Ohio
$501K +$78.8K +948 +19%
PIM
431
Plato Investment Management
Australia
$483K -$27.3K -328 -5%
AWM
432
Apollon Wealth Management
South Carolina
$483K +$48K +577 +11%
AFCM
433
Applied Finance Capital Management
Puerto Rico
$482K +$475K +5,711 New
MAM
434
Marquette Asset Management
Minnesota
$481K
GI
435
GAMMA Investing
California
$479K +$137K +1,645 +41%
TPA
436
Trivium Point Advisory
Connecticut
$474K -$62.5K -752 -12%
EWM
437
Empirical Wealth Management
Washington
$474K -$36K -433 -7%
GS
438
GWN Securities
Florida
$471K +$478K +5,751 New
IA
439
Integrity Alliance
Iowa
$470K +$464K +5,576 New
DTL
440
Dynamic Technology Lab
Singapore
$467K +$88.1K +1,059 +24%
FCM
441
Fieldview Capital Management
Michigan
$461K +$454K +5,460 New
FPAS
442
Focus Partners Advisor Solutions
Missouri
$459K +$128K +1,534 +39%
MML Investors Services
443
MML Investors Services
Massachusetts
$458K +$60.1K +723 +15%
CAMG
444
CWA Asset Management Group
Florida
$456K +$9.15K +110 +2%
PPWP
445
Premier Path Wealth Partners
New Jersey
$455K -$4.16K -50 -0.9%
LP
446
LMR Partners
United Kingdom
$451K -$304K -3,653 -41%
IWM
447
IHT Wealth Management
Illinois
$443K +$16.4K +197 +4%
BMC
448
Benin Management Corp
Connecticut
$439K
IGAM
449
iA Global Asset Management
Quebec, Canada
$436K +$429K +5,162 New
AIM
450
Aigen Investment Management
New York
$436K +$429K +5,163 New