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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
451
Veritas Investment Management
United Kingdom
$145K -$121K -2,200 -47%
TFGT
452
TS Financial Group (TSFG)
Illinois
$144K – – –
TFA
453
Transamerica Financial Advisors
Florida
$143K +$135K +2,456 New
AIM
454
Arcadia Investment Management
Michigan
$140K +$38.6K +700 +41%
FWM
455
Focused Wealth Management
New York
$136K – – –
QCG
456
Quadrant Capital Group
Ohio
$136K +$30.6K +556 +28%
BCA
457
Berman Capital Advisors
Georgia
$134K – – –
PCM
458
Penserra Capital Management
California
$132K -$21.2K -384 -14%
LWCFA
459
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K – – –
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K – – –
FA
461
Fortis Advisors
Pennsylvania
$119K – – –
DOA
462
D'Orazio & Associates
Virginia
$115K – – –
OIA
463
Optimum Investment Advisors
Illinois
$108K +$2.75K +50 +3%
BC
464
Bartlett & Co
Ohio
$104K – – –
BCWM
465
Bartlett & Co Wealth Management
Ohio
$104K – – –
CHC
466
City Holding Co
West Virginia
$103K – – –
CTC
467
Central Trust Company
Missouri
$97K – – –
RWA
468
Redhawk Wealth Advisors
Minnesota
$94K +$89.8K +1,630 New
VFA
469
Valeo Financial Advisors
Indiana
$93K -$4.41K -80 -5%
AF
470
Advisornet Financial
Minnesota
$93K +$58.9K +1,069 +200%
SCM
471
Silvant Capital Management
Georgia
$92K – – –
RE
472
RBC Europe
United Kingdom
$91.2K – – –
FMT
473
First Mercantile Trust
Tennessee
$88K -$20.9K -380 -20%
HNB
474
Huntington National Bank
Ohio
$88K – – –
TNBTD
475
Trustmark National Bank Trust Department
Mississippi
$84K -$5.51K -100 -6%
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19
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