We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$37K – – –
AAP
602
Arax Advisory Partners
Colorado
$36.7K +$621 +8 +2%
TC
603
Truvestments Capital
Florida
$36K – – –
M
604
MOTCO
Texas
$35.6K – – –
GWS
605
Glassman Wealth Services
Virginia
$35.5K -$388 -5 -1%
GFPC
606
Global Financial Private Client
Florida
$35.1K – – –
ASBI
607
American State Bank (Iowa)
Iowa
$34.8K – – –
FGA
608
Fortis Group Advisors
New Jersey
$33K +$35.5K +458 New
ADL
609
Asset Dedication LLC
California
$33K – – –
LF
610
Lee Financial
Texas
$32.8K – – –
PAG
611
Paladin Advisory Group
Iowa
$32.4K – – –
FHA
612
First Horizon Advisors
Tennessee
$32.3K +$233 +3 +0.7%
BIA
613
Bell Investment Advisors
California
$31.9K +$1.86K +24 +6%
BLC
614
Brown, Lisle/Cummings
Rhode Island
$30K – – –
BWAM
615
Boyd Watterson Asset Management
Ohio
$29.9K – – –
WWP
616
WR Wealth Planners
Missouri
$29.8K – – –
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$29.7K +$3.42K +44 +12%
GWSG
618
GPS Wealth Strategies Group
Colorado
$29.1K – – –
AS
619
AM Squared
Hong Kong
$28.8K +$7.76K +100 +33%
MWA
620
Miller Wealth Advisors
Colorado
$28.5K – – –
RTC
621
Riverview Trust Company
Washington
$28.5K – – –
MA
622
MCF Advisors
Kentucky
$28.4K – – –
WAM
623
WFA Asset Management
Wisconsin
$28.2K +$155 +2 +0.5%
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$28K +$7.22K +93 +31%
AFS
625
Annapolis Financial Services
Maryland
$27.3K – – –
23 24
25
26 27