We are live on ! Find out more
PFG icon

Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SO
801
Sierra Ocean
California
$3K – – –
RJA
802
Ross\Johnson & Associates
Minnesota
$2.95K – – –
AWM
803
Activest Wealth Management
Florida
$2.95K +$2.91K +35 New
PWMG
804
Prestige Wealth Management Group
New Jersey
$2.87K – – –
CIAS
805
CBIZ Investment Advisory Services
Ohio
$2.53K +$2.5K +30 New
HWA
806
Heritage Wealth Advisors
Virginia
$2.45K -$3.58K -43 -60%
CWC
807
Carolinas Wealth Consulting
North Carolina
$2.45K – – –
CWM
808
Crowley Wealth Management
Delaware
$2.36K – – –
SIC
809
Salem Investment Counselors
North Carolina
$2.28K +$2.25K +27 New
LI
810
LRI Investments
Florida
$2.19K – – –
GC
811
Garde Capital
Washington
$2.11K +$2.08K +25 New
Optiver Holding
812
Optiver Holding
Netherlands
$2.02K +$2K +24 New
DF
813
Dunhill Financial
United Kingdom
$1.73K -$1.08K -13 -39%
GWSA
814
Global Wealth Strategies & Associates
Colorado
$1.69K – – –
AP
815
Aspect Partners
Virginia
$1.43K – – –
CWP
816
Clark Wealth Partners
Illinois
$1.35K +$1.33K +16 New
WWM
817
Wolff Wiese Magana
California
$1.27K – – –
RWM
818
Rialto Wealth Management
New York
$1.27K +$1.25K +15 New
HHGA
819
Halbert Hargrove Global Advisors
California
$1.18K +$1.16K +14 New
AGWCA
820
Annis Gardner Whiting Capital Advisors
Florida
$1.01K – – –
PCM
821
Penserra Capital Management
California
$1K -$44.2K -532 -96%
AW
822
Avion Wealth
Texas
$1K – – –
GP
823
Greenline Partners
New York
$928 +$915 +11 New
CAM
824
Chesapeake Asset Management
New York
$843 +$416 +5 +100%
VWA
825
Valued Wealth Advisors
Utah
$678 – – –