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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
426
Financial Perspectives
Minnesota
$238K +$782K +14,032 +5,896%
DCM
427
Dupont Capital Management
Delaware
$236K -$67.4K -1,210 -24%
KFP
428
KMG Fiduciary Partners
Ohio
$236K +$220K +3,942 New
9WM
429
9258 Wealth Management
Ohio
$232K +$215K +3,865 New
PA
430
Profund Advisors
Maryland
$232K +$216K +3,869 New
MAM
431
MMA Asset Management
Pennsylvania
$230K -$105K -1,881 -33%
IFAM
432
Institutional & Family Asset Management
Colorado
$222K – – –
IFWM
433
Institute for Wealth Management
Colorado
$221K -$82.6K -1,482 -29%
DAS
434
Dynamic Advisor Solutions
Arizona
$219K +$204K +3,656 New
SPC
435
Sigma Planning Corp
Michigan
$218K +$202K +3,627 New
VAS
436
Vestmark Advisory Solutions
Massachusetts
$218K +$203K +3,635 New
LFA
437
Legacy Financial Advisors
Kentucky
$217K +$202K +3,620 New
IHWM
438
Iron Horse Wealth Management
Iowa
$213K – – –
LIM
439
Longfellow Investment Management
Massachusetts
$213K – – –
VI
440
Versor Investments
New York
$212K +$197K +3,533 New
RFC
441
Regions Financial Corp
Alabama
$212K +$197K +3,535 New
ZCM
442
Ziegler Capital Management
Illinois
$211K +$196K +3,520 New
AIP
443
Ameritas Investment Partners
Nebraska
$210K -$22.6K -406 -10%
QT
444
Quantbot Technologies
New York
$210K -$20.3K -364 -9%
KC
445
Kinloch Capital
Virginia
$209K -$83.3K -1,495 -30%
ACS
446
Archford Capital Strategies
Illinois
$208K -$847K -15,205 -82%
HAIM
447
Hunter Associates Investment Management
Pennsylvania
$206K +$191K +3,435 New
JIC
448
Johnson Investment Counsel
Ohio
$204K +$190K +3,405 New
CGL
449
Clarius Group LLC
Washington
$202K +$187K +3,362 New
EHWM
450
Eads & Heald Wealth Management
Georgia
$202K +$188K +3,370 New
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