We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
KC
501
Kinloch Capital
Virginia
$263K – – –
APA
502
Astoria Portfolio Advisors
New York
$263K +$256K +2,987 New
Brown Advisory
503
Brown Advisory
Maryland
$262K +$7.63K +89 +3%
ACA
504
Atlas Capital Advisors
Wyoming
$262K – – –
ASN
505
Advisory Services Network
Georgia
$262K -$56.4K -657 -17%
ZCA
506
Zeke Capital Advisors
Pennsylvania
$261K -$67.7K -789 -20%
CP
507
CenterBook Partners
Connecticut
$260K +$266K +3,095 New
IWM
508
IHT Wealth Management
Illinois
$259K +$265K +3,085 New
PCMC
509
Paragon Capital Management (Colorado)
Colorado
$258K – – –
AWM
510
Affinity Wealth Management
Delaware
$258K +$264K +3,073 New
JGIA
511
Jackson Grant Investment Advisers
Connecticut
$258K – – –
CAAM
512
Cornerstone Advisors Asset Management
Pennsylvania
$257K – – –
CI
513
Cigna Investments
Connecticut
$254K -$4.12K -48 -2%
SPC
514
Sigma Planning Corp
Michigan
$254K +$3.35K +39 +1%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$253K +$19K +222 +8%
SNBOSD
516
Security National Bank of So Dak
Iowa
$252K – – –
CCM
517
Community Capital Management
Florida
$252K -$116K -1,350 -31%
CFS
518
CRA Financial Services
New Jersey
$252K – – –
RWA
519
Redhawk Wealth Advisors
Minnesota
$252K – – –
GMA
520
Glassy Mountain Advisors
Maryland
$252K +$257K +3,000 New
P
521
Pitcairn
Pennsylvania
$251K -$5.06K -59 -2%
LA
522
Lane & Associates
New Jersey
$248K +$253K +2,950 New
GAA
523
Global Assets Advisory
Florida
$247K +$10.3K +120 +4%
BCM
524
Brookstone Capital Management
Illinois
$246K +$242K +2,817 New
CCA
525
Checchi Capital Advisers
California
$246K -$21.2K -247 -8%