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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
426
180 Wealth Advisors
Washington
$359K +$2.64K +34 +0.7%
LFA
427
Legacy Financial Advisors
Kentucky
$358K -$8.07K -104 -2%
EAM
428
Erste Asset Management
Austria
$356K – – –
AIM
429
Acropolis Investment Management
Missouri
$356K -$145K -1,870 -27%
BPA
430
Beacon Pointe Advisors
California
$355K -$51.9K -669 -12%
HWM
431
HB Wealth Management
Georgia
$350K +$377K +4,861 New
C
432
CEDRUS
Colorado
$350K – – –
JCM
433
Jacobi Capital Management
Pennsylvania
$349K -$82.9K -1,068 -18%
VI
434
Vestcor Inc
New Brunswick, Canada
$345K -$85K -1,095 -19%
KWM
435
Kingsview Wealth Management
Oregon
$343K -$1.94K -25 -0.5%
CWA
436
Centennial Wealth Advisory
Michigan
$342K +$11.9K +153 +3%
IWC
437
Integrated Wealth Concepts
Massachusetts
$341K -$63.7K -821 -15%
EI
438
Ellevest Inc
New York
$335K +$11.6K +149 +3%
IAA
439
Independent Advisor Alliance
North Carolina
$332K -$2.41K -31 -0.7%
STCOSD
440
Sageworth Trust Company of South Dakota
South Dakota
$329K – – –
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$325K +$13.2K +170 +4%
KA
442
Kintegral Advisory
New York
$324K -$233 -3 -0.1%
GS
443
GTS Securities
Florida
$324K +$349K +4,498 New
MLA
444
My Legacy Advisors
Oregon
$324K -$297K -3,830 -45%
JWCA
445
J.W. Coons Advisors
Ohio
$324K -$3.1K -40 -0.9%
AWA
446
Arete Wealth Advisors
Illinois
$324K -$16.6K -214 -5%
HFM
447
Hartford Funds Management
Pennsylvania
$323K +$348K +4,478 New
EFI
448
EHP Funds Inc
Canada
$317K -$1.3M -16,700 -79%
SWP
449
Stratos Wealth Partners
Ohio
$316K +$61.2K +789 +22%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K – – –
16 17
18
19 20