We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
426
Lido Advisors
California
$601K +$78.9K +863 +15%
GT
427
Greenleaf Trust
Michigan
$599K +$33.5K +367 +6%
M&T Bank
428
M&T Bank
New York
$596K +$32.9K +360 +6%
OWP
429
Obermeyer Wealth Partners
Colorado
$594K – – –
JCM
430
Jacobi Capital Management
Pennsylvania
$594K -$52.3K -572 -8%
OFG
431
OmniStar Financial Group
North Carolina
$585K +$594K +6,501 New
CFO
432
Callan Family Office
Pennsylvania
$584K -$28.7K -314 -5%
CCM
433
Coldstream Capital Management
Washington
$581K +$30K +328 +5%
EOJOAM
434
E. Ohman J:or Asset Management
Sweden
$581K – – –
P
435
PensionDanmark
Denmark
$581K – – –
AWA
436
Arkadios Wealth Advisors
Georgia
$575K +$107K +1,176 +23%
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$570K -$5.3K -58 -0.9%
HNB
438
Hilltop National Bank
Wyoming
$568K – – –
NDSIB
439
North Dakota State Investment Board
North Dakota
$567K -$123K -1,344 -18%
VVP
440
Venture Visionary Partners
Ohio
$567K +$183 +2 +0%
RBC
441
Romano Brothers & Co
Illinois
$557K – – –
JIC
442
Johnson Investment Counsel
Ohio
$557K -$13.8K -151 -2%
SAM
443
Smartleaf Asset Management
Massachusetts
$551K +$262K +2,862 +85%
Vontobel Holding
444
Vontobel Holding
Switzerland
$550K – – –
AWM
445
Apollon Wealth Management
South Carolina
$537K +$21.3K +233 +4%
PCIA
446
Prime Capital Investment Advisors
Kansas
$536K +$2.19K +24 +0.4%
Envestnet Portfolio Solutions
447
Envestnet Portfolio Solutions
Illinois
$530K +$538K +5,884 New
PCM
448
Polymer Capital Management
New York
$530K +$537K +5,878 New
BMCM
449
Burns Matteson Capital Management
New York
$529K +$537K +5,871 New
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$527K – – –