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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
426
FinTrust Capital Advisors
South Carolina
$172K +$35.6K +778 +29%
FTDI
427
First Trust Direct Indexing
Massachusetts
$170K +$157K +3,425 New
AF
428
Allworth Financial
California
$164K +$32.5K +710 +27%
AIM
429
Acropolis Investment Management
Missouri
$159K +$146K +3,198 New
BCA
430
Berman Capital Advisors
Georgia
$158K +$8.7K +190 +6%
SSC
431
Syverson Strege & Co
Iowa
$153K +$141K +3,080 New
NICM
432
Neo Ivy Capital Management
New York
$152K -$370K -8,087 -72%
ASN
433
Advisory Services Network
Georgia
$151K -$47.5K -1,037 -25%
SFS
434
Sowell Financial Services
Arkansas
$149K -$248K -5,404 -64%
CWP
435
Concord Wealth Partners
Virginia
$149K +$137K +3,000 New
JCM
436
Jacobi Capital Management
Pennsylvania
$143K +$229 +5 +0.2%
TH
437
TCTC Holdings
Texas
$139K – – –
CFB
438
Cullen/Frost Bankers
Texas
$136K -$3.3K -72 -3%
EI
439
Ellevest Inc
New York
$133K +$45.6K +995 +59%
PMFA
440
Plante Moran Financial Advisors
Michigan
$125K +$70.9K +1,548 +158%
TFGT
441
TS Financial Group (TSFG)
Illinois
$123K – – –
FWM
442
Focused Wealth Management
New York
$122K – – –
S
443
SignatureFD
Georgia
$107K +$10.9K +239 +12%
NIM
444
NuWave Investment Management
New Jersey
$105K +$92.3K +2,016 +2,057%
OIA
445
Optimum Investment Advisors
Illinois
$102K -$10K -219 -10%
FA
446
Fortis Advisors
Pennsylvania
$102K – – –
QCG
447
Quadrant Capital Group
Ohio
$100K -$46 -1 -0%
CA
448
Clearstead Advisors
Ohio
$99K – – –
AF
449
Advisornet Financial
Minnesota
$99K +$9.8K +214 +12%
DOA
450
D'Orazio & Associates
Virginia
$98K – – –
16 17
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