We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
651
Parkside Financial Bank & Trust
Missouri
$38.5K -$11.6K -144 -24%
GWSG
652
GPS Wealth Strategies Group
Colorado
$38.1K – – –
BIA
653
Bell Investment Advisors
California
$38K -$565 -7 -2%
WWP
654
WR Wealth Planners
Missouri
$37.1K -$17K -211 -33%
DJSG
655
D.J. St. Germain
Massachusetts
$36.7K -$5.01K -62 -13%
MWA
656
Miller Wealth Advisors
Colorado
$36.1K – – –
NFSG
657
Newbridge Financial Services Group
Florida
$35.9K – – –
BLC
658
Brown, Lisle/Cummings
Rhode Island
$35.7K – – –
RTC
659
Riverview Trust Company
Washington
$34K – – –
SWM
660
Spire Wealth Management
Virginia
$33.5K +$727 +9 +2%
PFG
661
Peterson Financial Group
Iowa
$33.1K +$31.1K +385 New
GIA
662
GHP Investment Advisors
Colorado
$33K +$3.47K +43 +13%
BWAM
663
Boyd Watterson Asset Management
Ohio
$32.9K -$2.58K -32 -8%
M
664
MOTCO
Texas
$32.5K -$9.37K -116 -23%
RAM
665
Riggs Asset Management
Pennsylvania
$32K – – –
PCMC
666
Planning Capital Management Corporation
Pennsylvania
$31.4K -$2.5K -31 -8%
TFA
667
Toth Financial Advisory
Virginia
$31.4K – – –
SWM
668
Sugarloaf Wealth Management
Georgia
$31.3K – – –
TPCW
669
TD Private Client Wealth
New York
$30.8K +$162 +2 +0.6%
TCM
670
TD Capital Management
Tennessee
$29.8K +$28K +347 New
FHA
671
First Horizon Advisors
Tennessee
$28.1K +$3.15K +39 +14%
VCM
672
Versant Capital Management
Arizona
$27.9K +$5.49K +68 +26%
PCA
673
Providence Capital Advisors
North Carolina
$27.5K – – –
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.2K +$8.08K +100 +46%
FP
675
Financial Perspectives
Minnesota
$27K – – –
25 26
27
28 29