We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
576
Riverview Trust Company
Washington
$26K – – –
TPCW
577
TD Private Client Wealth
New York
$25.6K -$7.25K -103 -21%
AFS
578
Annapolis Financial Services
Maryland
$25K – – –
DWMG
579
DB Wealth Management Group
California
$25K – – –
MAM
580
Marquette Asset Management
Minnesota
$25K – – –
HCP
581
Hexagon Capital Partners
Arkansas
$25K +$4.71K +67 +22%
SWM
582
Sugarloaf Wealth Management
Georgia
$24K – – –
WAS
583
Winch Advisory Services
Wisconsin
$24K +$281 +4 +1%
HFS
584
Heritage Financial Services
Massachusetts
$24K +$26K +369 New
WAM
585
WFA Asset Management
Wisconsin
$23.6K -$9.5K -135 -28%
TFA
586
Toth Financial Advisory
Virginia
$23K – – –
SC
587
Schubert & Co
Texas
$23K +$2.39K +34 +11%
FP
588
Financial Perspectives
Minnesota
$22.8K – – –
SFG
589
Steward Financial Group
Texas
$22K +$1.62K +23 +7%
CT
590
Caldwell Trust
Florida
$21.5K +$1.76K +25 +8%
HWM
591
HighMark Wealth Management
Minnesota
$21K – – –
SAM
592
Strategic Asset Management
Minnesota
$21K – – –
PCA
593
Providence Capital Advisors
North Carolina
$21K +$18.8K +267 +504%
DA
594
Denali Advisors
California
$20K -$21.1K -300 -50%
AP
595
Atwood & Palmer
Missouri
$20K – – –
BA
596
Bivin & Associates
Oklahoma
$20K – – –
FCT
597
First Community Trust
Iowa
$20K – – –
JPLA
598
Joseph P. Lucia & Associates
New York
$20K – – –
OSNBOA
599
Old Second National Bank of Aurora
Illinois
$20K – – –
TSW
600
Thompson Siegel & Walmsley
Virginia
$20K – – –
22 23
24
25 26