We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
651
CoreFirst Bank & Trust
Kansas
$14K +$14.2K +197 New
GWA
652
Gibson Wealth Advisors
Texas
$13K
MFT
653
Moisand Fitzgerald Tamayo
Florida
$13K +$4.81K +67 +61%
PCM
654
Peregrine Capital Management
Minnesota
$12K
CFD
655
Creative Financial Designs
Indiana
$12K +$11.9K +166 New
GRP
656
Global Retirement Partners
California
$11K -$2.07M -28,849 -100%
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$11K
MCM
658
MV Capital Management
Maryland
$11K +$2.08K +29 +24%
SWM
659
Spire Wealth Management
Virginia
$11K +$10.1K +140 +1,167%
Bank of Montreal
660
Bank of Montreal
Ontario, Canada
$10.9K -$754K -10,502 -6%
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$10K
NMG
662
New Millennium Group
Utah
$10K
EBA
663
Eagle Bay Advisors
New York
$9K
IRC
664
Investors Research Corp
Georgia
$9K
EARNEST Partners
665
EARNEST Partners
Georgia
$8K
SC
666
SouthState Corp
Florida
$8K
TFP
667
Tilia Fiduciary Partners
North Carolina
$8K
SWM
668
Selective Wealth Management
Virginia
$8K +$7.9K +110 New
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8.76K +122 New
BWA
670
BDO Wealth Advisors
Florida
$7K
BCA
671
Bray Capital Advisors
Florida
$7K
CFFP
672
Center for Financial Planning
Michigan
$7K
CA
673
Clearstead Advisors
Ohio
$7K
MCC
674
Money Concepts Capital
Florida
$7K +$6.97K +97 New
CHA
675
Carmichael Hill & Associates
Maryland
$6K