We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
701
von Borstel & Associates
Oregon
$32K +$31.6K +380 New
PWA
702
Physician Wealth Advisors
Utah
$31.6K – – –
RAM
703
Riggs Asset Management
Pennsylvania
$31.4K – – –
TFA
704
Toth Financial Advisory
Virginia
$30.8K – – –
BIA
705
Bell Investment Advisors
California
$30.2K – – –
TCM
706
TD Capital Management
Tennessee
$29.8K +$250 +3 +0.9%
CW
707
Curio Wealth
Maryland
$29.3K -$31.4K -378 -100%
CT
708
Colonial Trust
South Carolina
$29.3K +$2K +24 +7%
PTC
709
Private Trust Company
Ohio
$28.5K -$4.08K -49 -13%
AF
710
Advisornet Financial
Minnesota
$27.1K +$83 +1 +0.3%
FP
711
Financial Perspectives
Minnesota
$26.5K – – –
CWP
712
Concord Wealth Partners
Virginia
$26.2K – – –
TPCW
713
TD Private Client Wealth
New York
$25.8K -$3.41K -41 -12%
BWL
714
Bogart Wealth LLC
Virginia
$25.8K +$499 +6 +2%
NAAA
715
New Age Alpha Advisors
New York
$25.5K +$1.5K +18 +6%
DJSG
716
D.J. St. Germain
Massachusetts
$25.4K -$5.32K -64 -18%
OSNBOA
717
Old Second National Bank of Aurora
Illinois
$25.3K -$665 -8 -3%
FPF
718
First Pacific Financial
Washington
$24.9K – – –
PK
719
Pflug Koory
Nebraska
$24K – – –
NSIM
720
North Star Investment Management
Illinois
$23.4K – – –
HRC
721
Hoertkorn Richard Charles
$22.9K – – –
CFFP
722
Center for Financial Planning
Michigan
$22.3K – – –
BCMLT
723
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.3K +$250 +3 +1%
BWAM
724
Boyd Watterson Asset Management
Ohio
$21.3K -$10.8K -130 -34%
KFI
725
Key Financial Inc
Pennsylvania
$21.3K – – –
27 28
29
30 31