We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$7K – – –
HI
502
Human Investing
Oregon
$7K – – –
LS
503
Leelyn Smith
Illinois
$7K – – –
MFT
504
Moisand Fitzgerald Tamayo
Florida
$7K – – –
SIM
505
Sonora Investment Management
Arizona
$7K – – –
SA
506
SRH Advisors
Kansas
$7K – – –
TC
507
Truvestments Capital
Florida
$7K +$11.1K +235 New
TFO
508
Tarbox Family Office
California
$6K -$1.51K -32 -15%
CFGS
509
Concourse Financial Group Securities
Alabama
$6K -$520 -11 -5%
CTB
510
Country Trust Bank
Illinois
$6K – – –
HPC
511
HM Payson & Co
Maine
$6K – – –
LPWM
512
Lake Point Wealth Management
Texas
$6K – – –
SSB
513
Sandy Spring Bank
Maryland
$6K – – –
CCM
514
Cox Capital Management
Massachusetts
$6K +$5.16K +109 New
GEA
515
Glen Eagle Advisors
New Jersey
$5.33K -$4.73K -100 -37%
DAM
516
Delta Asset Management
Tennessee
$5K – – –
MAM
517
Marquette Asset Management
Minnesota
$5K – – –
AWM
518
AllSquare Wealth Management
New York
$5K +$6.86K +145 New
AIS
519
Accurate Investment Solutions
Pennsylvania
$5K +$7.1K +150 New
SMG
520
Spectrum Management Group
Indiana
$5K +$7.1K +150 New
VCM
521
Versant Capital Management
Arizona
$5K +$9.04K +191 New
EW
522
Evoke Wealth
California
$4.35K -$5.72K -121 -47%
WTC
523
WhitTier Trust Company
Nevada
$4K -$3.08K -65 -34%
EARNEST Partners
524
EARNEST Partners
Georgia
$4K – – –
FPB
525
First PREMIER Bank
South Dakota
$4K – – –