We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
601
Valley National Advisers
Pennsylvania
$20K +$211 +3 +1%
BTI
602
Blue Trust Inc
Georgia
$20K +$18.8K +267 New
BWL
603
Bogart Wealth LLC
Virginia
$20K +$21.1K +300 New
HF
604
Halpern Financial
Virginia
$19.8K – – –
PK
605
Pflug Koory
Nebraska
$19K – – –
Jones Financial Companies
606
Jones Financial Companies
Missouri
$19K +$19.6K +279 New
HRC
607
Hoertkorn Richard Charles
$18K – – –
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
TWM
609
Tradition Wealth Management
Minnesota
$18K +$141 +2 +0.8%
BBHC
610
Brown Brothers Harriman & Co
New York
$18K +$4.99K +71 +35%
GI
611
Gradient Investments
Minnesota
$18K +$9.43K +134 +97%
RIM
612
Rockbridge Investment Management
New York
$17.2K – – –
SMG
613
Spectrum Management Group
Indiana
$17K -$3.9M -55,392 -100%
IFAM
614
Institutional & Family Asset Management
Colorado
$17K – – –
AWM
615
Avior Wealth Management
Nebraska
$17K +$141 +2 +0.8%
ZB
616
Zions Bancorporation
Utah
$17K +$3.8K +54 +28%
ZIG
617
Zullo Investment Group
Pennsylvania
$16K – – –
HC
618
Hoese & Co
Minnesota
$15K – – –
KFI
619
Key Financial Inc
Pennsylvania
$15K – – –
CA
620
Crewe Advisors
Utah
$15K +$15.5K +221 New
SA
621
SRH Advisors
Kansas
$14K – – –
VRM
622
Vectors Research Management
New York
$14K +$15.2K +216 New
ACA
623
Atlas Capital Advisors
Wyoming
$13.9K – – –
ASBI
624
American State Bank (Iowa)
Iowa
$13.4K – – –
FPS
625
Fieldpoint Private Securities
Connecticut
$13K -$42.4K -603 -76%