We are live on ! Find out more
PFG icon

Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
851
HHM Wealth Advisors
Tennessee
$18.2K – – –
SIM
852
Synergy Investment Management
Florida
$17.9K +$16.3K +161 +8,050%
WTC
853
WhitTier Trust Company
Nevada
$17.5K – – –
S
854
Sachetta
Massachusetts
$17.5K +$4.06K +40 +33%
GWP
855
Gen-Wealth Partners
Michigan
$17.5K +$16.4K +162 New
AFC
856
Ares Financial Consulting
California
$17.4K – – –
CPG
857
Cornerstone Planning Group
New Jersey
$17.3K -$102 -1 -0.6%
BWS
858
Buck Wealth Strategies
Colorado
$17K +$16K +158 New
HFS
859
Horizon Financial Services
North Carolina
$17K – – –
TCOV
860
Trust Company of Vermont
Vermont
$16.9K +$15.9K +157 New
WPA
861
West Paces Advisors
Georgia
$16.4K +$15.4K +152 New
CBT
862
CoreFirst Bank & Trust
Kansas
$16.2K – – –
MHR
863
Matthew Hamilton Rosenberg
$16.2K – – –
SGK
864
Steigerwald Gordon & Koch
Virginia
$16.1K – – –
CB
865
Community Bank
New York
$15.8K – – –
PWMG
866
Private Wealth Management Group
New Jersey
$15.7K – – –
HIW
867
Holos Integrated Wealth
Pennsylvania
$15.6K – – –
BFS
868
Burkett Financial Services
South Carolina
$15.1K +$102 +1 +0.7%
KFA
869
Kelleher Financial Advisors
New York
$14.6K +$13.7K +135 New
PP
870
PFS Partners
New Jersey
$13.6K +$102 +1 +0.8%
GCM
871
Gunpowder Capital Management
Maryland
$13.3K – – –
PMAM
872
Picton Mahoney Asset Management
Ontario, Canada
$13K -$1.96M -19,315 -99%
RFG
873
REAP Financial Group
Texas
$12.7K +$102 +1 +0.9%
CFB
874
Cullen/Frost Bankers
Texas
$12.7K – – –
RWPA
875
Richard W. Paul & Associates
Michigan
$12.6K +$3.15K +31 +36%
33 34
35
36 37