We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
476
Prudential plc
United Kingdom
$450K +$457K +4,995 New
LIP
477
Lighthouse Investment Partners
Florida
$443K +$450K +4,918 New
LCM
478
Legato Capital Management
California
$442K -$298K -3,260 -40%
SWP
479
Stratos Wealth Partners
Ohio
$436K +$12.3K +135 +3%
TCM
480
Twin Capital Management
Pennsylvania
$430K -$11K -120 -2%
LA
481
LVW Advisors
New York
$430K +$85.2K +932 +24%
MYAM
482
Meiji Yasuda Asset Management
Japan
$425K -$185K -2,020 -30%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$420K – – –
RC
484
Rexford Capital
Texas
$411K – – –
RIL
485
Rothschild Investment LLC
Illinois
$409K +$9.6K +105 +2%
ACM
486
AlphaStar Capital Management
North Carolina
$409K +$5.67K +62 +1%
EWM
487
Empirical Wealth Management
Washington
$408K +$8.04K +88 +2%
PPWP
488
Premier Path Wealth Partners
New Jersey
$401K -$21.5K -235 -5%
BFG
489
Beacon Financial Group
Texas
$401K +$11K +120 +3%
VT
490
Vise Technologies
New York
$401K – – –
DCM
491
DGS Capital Management
New Jersey
$399K +$15.8K +173 +4%
AWA
492
Aaron Wealth Advisors
Illinois
$399K +$70.2K +768 +21%
PL
493
Perpetual Ltd
Australia
$391K +$40.7K +445 +11%
PWM
494
Perigon Wealth Management
California
$384K -$16.5K -180 -4%
ASN
495
Advisory Services Network
Georgia
$384K +$146K +1,594 +60%
A
496
Argentarii
Ohio
$383K -$49.3K -539 -11%
SAM
497
Sompo Asset Management
Japan
$382K – – –
BHC
498
Bull Harbor Capital
Maryland
$381K +$386K +4,223 New
OC
499
Optima Capital
Oregon
$376K +$18.7K +205 +5%
GIA
500
Gateway Investment Advisers
Ohio
$369K +$105K +1,152 +39%
18 19
20
21 22