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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
401
Farther Finance Advisors
California
$438K +$389K +5,366 +2,738%
TCM
402
Twin Capital Management
Pennsylvania
$437K -$12.6K -174 -3%
CCM
403
Coldstream Capital Management
Washington
$432K +$9.13K +126 +2%
VSQM
404
V-Square Quantitative Management
Illinois
$421K +$78.1K +1,079 +25%
CAMG
405
CWA Asset Management Group
Florida
$421K -$362 -5 -0.1%
WPW
406
Waldron Private Wealth
Pennsylvania
$420K -$3.26K -45 -0.8%
GS
407
GTS Securities
Florida
$419K +$59.9K +827 +18%
SAG
408
SageView Advisory Group
California
$416K -$232K -3,200 -38%
MLA
409
My Legacy Advisors
Oregon
$410K +$38.4K +530 +11%
BMC
410
Benin Management Corp
Connecticut
$409K +$145 +2 +0%
BFG
411
Bleakley Financial Group
New Jersey
$406K +$7.03K +97 +2%
SS
412
Simplicity Solutions
Minnesota
$406K +$7.03K +97 +2%
LFA
413
Legacy Financial Advisors
Kentucky
$405K +$13.6K +188 +4%
JCM
414
Jacobi Capital Management
Pennsylvania
$404K +$21.4K +295 +6%
IAA
415
Independent Advisor Alliance
North Carolina
$404K +$38K +524 +11%
IC
416
IEQ Capital
California
$397K -$26.1K -361 -7%
AWM
417
Apollon Wealth Management
South Carolina
$396K +$64.8K +894 +22%
RBC
418
Romano Brothers & Co
Illinois
$396K -$18.1K -250 -5%
SFA
419
Sequoia Financial Advisors
Ohio
$394K +$363K +5,014 New
CG
420
Caprock Group
Idaho
$393K +$78.2K +1,080 +28%
EAM
421
Erste Asset Management
Austria
$388K – – –
BSW
422
Buckingham Strategic Wealth
Missouri
$386K -$70.9K -979 -17%
FTDI
423
First Trust Direct Indexing
Massachusetts
$385K +$136K +1,873 +62%
HW
424
Hancock Whitney
Mississippi
$384K -$1.43M -19,707 -80%
WS
425
Wedbush Securities
California
$379K -$26.9K -371 -7%
15 16
17
18 19