We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
526
Gemmer Asset Management
California
$90K – – –
T
527
TOBAM
France
$89K +$88K +1,216 New
JFA
528
JNBA Financial Advisors
Minnesota
$88K – – –
LWCFA
529
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K -$19.6K -271 -19%
HIA
530
Harbor Investment Advisory
Maryland
$79K – – –
SIA
531
Sit Investment Associates
Minnesota
$79K – – –
M
532
MOTCO
Texas
$73K – – –
MCM
533
Manchester Capital Management
Vermont
$73K +$2.61K +36 +4%
MWC
534
MBM Wealth Consultants
Missouri
$73K +$20.3K +280 +39%
DCM
535
Dupont Capital Management
Delaware
$70K -$15.6K -215 -18%
FFC
536
First Financial Corp
Indiana
$70K – – –
PB
537
Pinnacle Bancorp
Nebraska
$70K – – –
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K +$40.9K +565 +167%
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.05K +56 +7%
LFA
540
Level Financial Advisors
New York
$64K – – –
DGAM
541
Desjardins Global Asset Management
Quebec, Canada
$61K -$3.76K -52 -6%
DHGWA
542
Dixon Hughes Goodman Wealth Advisors
North Carolina
$59K -$145 -2 -0.2%
FPS
543
Fieldpoint Private Securities
Connecticut
$58K -$15.6K -216 -21%
PAG
544
Paladin Advisory Group
Iowa
$57K +$56.7K +783 New
CFO
545
CVA Family Office
Colorado
$55K +$12.3K +170 +29%
SC
546
Stephens Consulting
Michigan
$53.2K – – –
APA
547
American Portfolios Advisors
New York
$53.1K +$5.36K +74 +11%
TFS
548
TrustCore Financial Services
Tennessee
$53K – – –
AWA
549
Aaron Wealth Advisors
Illinois
$52K +$51.3K +709 New
QC
550
Quent Capital
New York
$52K +$72 +1 +0.1%
20 21
22
23 24