We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
676
Concord Wealth Partners
Virginia
$24.6K – – –
TPCW
677
TD Private Client Wealth
New York
$24.5K +$230 +3 +1%
MAM
678
Meeder Asset Management
Ohio
$24.3K +$5.22K +68 +29%
NAAA
679
New Age Alpha Advisors
New York
$24K – – –
BWL
680
Bogart Wealth LLC
Virginia
$23.8K -$461 -6 -2%
OSNBOA
681
Old Second National Bank of Aurora
Illinois
$23.8K – – –
FPF
682
First Pacific Financial
Washington
$23.4K – – –
PK
683
Pflug Koory
Nebraska
$22.6K – – –
NSIM
684
North Star Investment Management
Illinois
$22K – – –
NC
685
NewSquare Capital
Pennsylvania
$21.7K -$16.5K -215 -10%
HRC
686
Hoertkorn Richard Charles
$21.6K – – –
BCMLT
687
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.1K +$77 +1 +0.4%
CFFP
688
Center for Financial Planning
Michigan
$21K – – –
TWD
689
True Wealth Design
Ohio
$20.7K +$12.3K +160 +158%
KFI
690
Key Financial Inc
Pennsylvania
$20.1K – – –
YP
691
YANKCOM Partnership
South Dakota
$19.7K – – –
DJSG
692
D.J. St. Germain
Massachusetts
$19K -$4.76K -62 -21%
FP
693
Financial Perspectives
Minnesota
$18.9K -$5.83K -76 -24%
GBT
694
Grove Bank & Trust
Florida
$18.7K +$2.07K +27 +13%
CT
695
Caldwell Trust
Florida
$18.7K – – –
VNA
696
Valley National Advisers
Pennsylvania
$18K -$77 -1 -0.4%
TSMHT
697
Thurston Springer Miller Herd & Titak
Indiana
$17.7K +$7.68K +100 +81%
GKIM
698
GW&K Investment Management
Massachusetts
$17K +$5.83K +76 +56%
SA
699
SRH Advisors
Kansas
$16.8K – – –
DIP
700
DT Investment Partners
Pennsylvania
$16.7K – – –
26 27
28
29 30