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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
426
Iron Horse Wealth Management
Iowa
$176K +$163K +3,554 New
FCA
427
FinTrust Capital Advisors
South Carolina
$172K +$35.6K +778 +29%
FTDI
428
First Trust Direct Indexing
Massachusetts
$170K +$157K +3,425 New
AF
429
Allworth Financial
California
$164K +$32.5K +710 +27%
AIM
430
Acropolis Investment Management
Missouri
$159K +$146K +3,198 New
BCA
431
Berman Capital Advisors
Georgia
$158K +$8.7K +190 +6%
SSC
432
Syverson Strege & Co
Iowa
$153K +$141K +3,080 New
NICM
433
Neo Ivy Capital Management
New York
$152K -$370K -8,087 -72%
ASN
434
Advisory Services Network
Georgia
$151K -$47.5K -1,037 -25%
SFS
435
Sowell Financial Services
Arkansas
$149K -$248K -5,404 -64%
CWP
436
Concord Wealth Partners
Virginia
$149K +$137K +3,000 New
JCM
437
Jacobi Capital Management
Pennsylvania
$143K +$229 +5 +0.2%
TH
438
TCTC Holdings
Texas
$139K – – –
CFB
439
Cullen/Frost Bankers
Texas
$136K -$3.3K -72 -3%
EI
440
Ellevest Inc
New York
$133K +$45.6K +995 +59%
PMFA
441
Plante Moran Financial Advisors
Michigan
$125K +$70.9K +1,548 +158%
TFGT
442
TS Financial Group (TSFG)
Illinois
$123K – – –
FWM
443
Focused Wealth Management
New York
$122K – – –
S
444
SignatureFD
Georgia
$107K +$10.9K +239 +12%
NIM
445
NuWave Investment Management
New Jersey
$105K +$92.3K +2,016 +2,057%
OIA
446
Optimum Investment Advisors
Illinois
$102K -$10K -219 -10%
FA
447
Fortis Advisors
Pennsylvania
$102K – – –
QCG
448
Quadrant Capital Group
Ohio
$100K -$46 -1 -0%
CA
449
Clearstead Advisors
Ohio
$99K – – –
AF
450
Advisornet Financial
Minnesota
$99K +$9.8K +214 +12%
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