We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Clearstead Advisors
Ohio
$41K -$15.9K -196 -27%
DWS
652
Dynamic Wealth Strategies
California
$41K – – –
AIM
653
Anchor Investment Management
South Carolina
$40.3K – – –
HFM
654
Harvest Fund Management
China
$40K -$152K -1,872 -79%
GFPC
655
Global Financial Private Client
Florida
$39.2K – – –
PP
656
PrairieView Partners
Minnesota
$39K – – –
M
657
MOTCO
Texas
$38.8K – – –
CH
658
Cromwell Holdings
Wyoming
$38.4K +$39.8K +490 New
DJSG
659
D.J. St. Germain
Massachusetts
$38.4K – – –
ADL
660
Asset Dedication LLC
California
$37.8K +$2.35K +29 +6%
PO
661
Private Ocean
California
$37.4K -$6.25K -77 -14%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$36.7K +$6.01K +74 +19%
FGA
663
Fortis Group Advisors
New Jersey
$35.9K – – –
BIA
664
Bell Investment Advisors
California
$35.2K – – –
PAG
665
Paladin Advisory Group
Iowa
$35K – – –
GWSG
666
GPS Wealth Strategies Group
Colorado
$34.8K +$3.25K +40 +10%
LSA
667
Leonteq Securities AG
Switzerland
$34.2K – – –
TFF
668
The Family Firm
Maryland
$32.9K +$34K +419 New
NFSG
669
Newbridge Financial Services Group
Florida
$32.8K – – –
BLC
670
Brown, Lisle/Cummings
Rhode Island
$32.6K – – –
BWAM
671
Boyd Watterson Asset Management
Ohio
$32.6K – – –
PCMC
672
Planning Capital Management Corporation
Pennsylvania
$31.1K – – –
MWA
673
Miller Wealth Advisors
Colorado
$31.1K – – –
RTC
674
Riverview Trust Company
Washington
$31.1K – – –
SWM
675
Spire Wealth Management
Virginia
$29.9K +$406 +5 +1%
25 26
27
28 29