We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BP
526
Ballentine Partners
Massachusetts
$214K -$2.7K -32 -1%
MCP
527
Martin Capital Partners
Oregon
$213K -$419K -4,968 -64%
EFS
528
Essex Financial Services
Connecticut
$213K +$927 +11 +0.4%
HSA
529
HBK Sorce Advisory
Pennsylvania
$211K -$66.4K -788 -22%
P
530
Pitcairn
Pennsylvania
$211K -$19.6K -233 -8%
CAS
531
CTC Alternative Strategies
Illinois
$209K +$228K +2,706 New
LIM
532
Leavell Investment Management
Alabama
$208K +$11.6K +138 +5%
WP
533
Westmount Partners
California
$208K – – –
PA
534
Prossimo Advisors
California
$208K -$11.1K -132 -5%
WT
535
Whittier Trust
California
$208K – – –
TAM
536
Trust Asset Management
Texas
$207K – – –
KC
537
Kinloch Capital
Virginia
$207K – – –
CAM
538
Cidel Asset Management
Ontario, Canada
$204K +$13.1K +156 +6%
BFM
539
Boothbay Fund Management
New York
$200K +$218K +2,587 New
WW
540
Winnow Wealth
Texas
$199K +$217K +2,577 New
S
541
SignatureFD
Georgia
$198K +$8.26K +98 +4%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$197K +$674 +8 +0.3%
TFGT
543
TS Financial Group (TSFG)
Illinois
$192K – – –
VAG
544
VisionPoint Advisory Group
Texas
$191K – – –
AIP
545
Ameritas Investment Partners
Nebraska
$188K – – –
AIM
546
Acropolis Investment Management
Missouri
$173K -$26.7K -317 -12%
SAM
547
Smartleaf Asset Management
Massachusetts
$170K +$31.6K +375 +21%
QCG
548
Quadrant Capital Group
Ohio
$167K +$758 +9 +0.4%
CA
549
Continuum Advisory
Idaho
$155K +$337 +4 +0.2%
AssetMark Inc
550
AssetMark Inc
California
$155K +$421 +5 +0.3%