We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SG
576
StoneX Group
New York
$310K +$303K +2,988 New
AI
577
Accredited Investors
Minnesota
$309K – – –
PL
578
Plancorp LLC
Missouri
$306K +$45.8K +451 +20%
VanEck Associates
579
VanEck Associates
New York
$306K +$41.8K +412 +17%
OE
580
OFS Enterprise
Nebraska
$305K +$711 +7 +0.2%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$304K -$305 -3 -0.1%
NAM
582
NorthCrest Asset Manangement
Minnesota
$304K +$37.3K +367 +16%
CI
583
CX Institutional
Indiana
$303K +$5.28K +52 +2%
KCP
584
Kera Capital Partners
California
$302K -$10.7K -105 -4%
AR
585
Apeiron RIA
Texas
$300K – – –
HAG
586
HighPoint Advisor Group
Illinois
$299K +$1.12K +11 +0.4%
TCA
587
Transcend Capital Advisors
New Jersey
$299K +$40.7K +401 +17%
WW
588
Winnow Wealth
Texas
$297K +$2.23K +22 +0.8%
CAM
589
Cidel Asset Management
Ontario, Canada
$296K – – –
SF
590
Summit Financial
New Jersey
$296K +$279K +2,747 New
XWL
591
XXI Wealth LLC
Illinois
$292K -$13.6K -134 -5%
Vontobel Holding
592
Vontobel Holding
Switzerland
$291K -$345K -3,401 -56%
RBWA
593
RFG - Bristol Wealth Advisors
Massachusetts
$290K +$2.03K +20 +0.7%
KC
594
Kinloch Capital
Virginia
$286K -$2.54K -25 -0.9%
WP
595
Westmount Partners
California
$285K – – –
TCWA
596
Turtle Creek Wealth Advisors
Texas
$285K +$3.55K +35 +1%
IRAG
597
Investment Research & Advisory Group
Georgia
$285K – – –
AWA
598
Aaron Wealth Advisors
Illinois
$282K -$183K -1,803 -41%
TFGT
599
TS Financial Group (TSFG)
Illinois
$282K +$2.03K +20 +0.8%
KA
600
Kovack Advisors
Florida
$282K +$264K +2,602 New