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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
451
Proficio Capital Partners
Massachusetts
$9K – – –
EWM
452
Evercore Wealth Management
New York
$8K – – –
SFG
453
SevenBridge Financial Group
Pennsylvania
$8K – – –
TFO
454
Tarbox Family Office
California
$8K +$374 +8 +5%
OC
455
Oakworth Capital
Alabama
$8K +$2.81K +60 +67%
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$7K -$2.25K -48 -26%
CF
457
CenterStar Fund
Illinois
$7K – – –
WA
458
WealthTrust-Arizona
Arizona
$7K – – –
WTC
459
WhitTier Trust Company
Nevada
$7K – – –
CBT
460
Central Bank & Trust
Kentucky
$7K +$6.03K +129 New
FWM
461
Focused Wealth Management
New York
$6K – – –
BFEC
462
Benjamin F. Edwards & Company
Missouri
$5K – – –
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
PWM
464
Perigon Wealth Management
California
$5K – – –
QAM
465
QCI Asset Management
New York
$5K – – –
SWA
466
Sutton Wealth Advisors
Florida
$4.07K – – –
DPA
467
Delphi Private Advisors
California
$4K -$3.93K -84 -49%
RFA
468
Reilly Financial Advisors
California
$4K – – –
FANJ
469
Financial Architects (New Jersey)
New Jersey
$3K – – –
LYV
470
Live Your Vision
Pennsylvania
$3K +$2.34K +50 New
PFBT
471
Parkside Financial Bank & Trust
Missouri
$2K – – –
VCM
472
Versant Capital Management
Arizona
$2K – – –
HCM
473
Herndon Capital Management
Georgia
$1K – – –
NR
474
Newfound Research
Massachusetts
$1K – – –
WCM
475
Wealthcare Capital Management
Virginia
$1K – – –