We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ST
601
Sageworth Trust
Pennsylvania
$232K -$9.69K -106 -4%
WIA
602
World Investment Advisors
California
$229K +$232K +2,540 New
CIA
603
Caerus Investment Advisors
Texas
$229K -$62.3K -681 -21%
STCOSD
604
Sageworth Trust Company of South Dakota
South Dakota
$228K -$91.7K -1,003 -28%
WT
605
Whittier Trust
California
$228K
APWM
606
Argonautica Private Wealth Management
Massachusetts
$227K -$543K -5,944 -70%
NP
607
Nilsine Partners
Colorado
$226K +$208K +2,270 New
EP
608
Edgestream Partners
New Jersey
$225K +$229K +2,501 New
SCI
609
S&CO Inc
Massachusetts
$225K
PP
610
Paladin Partners
Wisconsin
$224K
FNT
611
First Nebraska Trust
Nebraska
$223K -$4.57K -50 -2%
RG
612
Renaissance Group
Kentucky
$218K -$62.7K -686 -22%
VanEck Associates
613
VanEck Associates
New York
$218K +$10.2K +112 +5%
RFA
614
Resurgent Financial Advisors
Georgia
$218K +$1.1K +12 +0.5%
SMC
615
Smith, Moore & Co
Missouri
$217K
JF
616
Jump Financial
Illinois
$216K +$220K +2,402 New
CCA
617
Cora Capital Advisors
New Jersey
$216K
TAM
618
Tocqueville Asset Management
New York
$216K +$219K +2,400 New
SW
619
Simplicity Wealth
New Jersey
$214K +$217K +2,376 New
TCA
620
Transcend Capital Advisors
New Jersey
$214K +$217K +2,370 New
KCPG
621
Kavar Capital Partners Group
Kansas
$213K
JSW
622
Journey Strategic Wealth
New Jersey
$213K +$216K +2,359 New
NAM
623
NorthCrest Asset Manangement
Minnesota
$212K -$109K -1,188 -34%
PCMC
624
Paragon Capital Management (Colorado)
Colorado
$212K -$9.78K -107 -4%
TAM
625
Trust Asset Management
Texas
$212K