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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
451
SevenBridge Financial Group
Pennsylvania
$8K
TFO
452
Tarbox Family Office
California
$8K +$374 +8 +5%
OC
453
Oakworth Capital
Alabama
$8K +$2.81K +60 +67%
Loomis, Sayles & Company
454
Loomis, Sayles & Company
Massachusetts
$7K -$2.25K -48 -26%
CF
455
CenterStar Fund
Illinois
$7K
WA
456
WealthTrust-Arizona
Arizona
$7K
WTC
457
WhitTier Trust Company
Nevada
$7K
CBT
458
Central Bank & Trust
Kentucky
$7K +$6.03K +129 New
FWM
459
Focused Wealth Management
New York
$6K
BFEC
460
Benjamin F. Edwards & Company
Missouri
$5K
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
PWM
462
Perigon Wealth Management
California
$5K
QAM
463
QCI Asset Management
New York
$5K
SWA
464
Sutton Wealth Advisors
Florida
$4.07K
DPA
465
Delphi Private Advisors
California
$4K -$3.93K -84 -49%
RFA
466
Reilly Financial Advisors
California
$4K
FANJ
467
Financial Architects (New Jersey)
New Jersey
$3K
LYV
468
Live Your Vision
Pennsylvania
$3K +$2.34K +50 New
PFBT
469
Parkside Financial Bank & Trust
Missouri
$2K
VCM
470
Versant Capital Management
Arizona
$2K
HCM
471
Herndon Capital Management
Georgia
$1K
NR
472
Newfound Research
Massachusetts
$1K
WCM
473
Wealthcare Capital Management
Virginia
$1K
PRS
474
Pinkerton Retirement Specialists
Idaho
$1K +$795 +17 New
RWM
475
Raffa Wealth Management
District of Columbia
$670