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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
451
TD Ameritrade Investment Management
Nebraska
$38K +$1.57K +43 +5%
PCG
452
Private Capital Group
Connecticut
$37K – – –
TF
453
Tompkins Financial
New York
$35K – – –
M
454
MOTCO
Texas
$33K – – –
TFS
455
TrustCore Financial Services
Tennessee
$31K – – –
EI
456
Ellevest Inc
New York
$31K +$23.3K +640 +621%
WT
457
Washington Trust
Rhode Island
$30K – – –
RAM
458
Riggs Asset Management
Pennsylvania
$28K – – –
SWA
459
Sutton Wealth Advisors
Florida
$27.7K +$2.85K +78 +13%
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$328 +9 +1%
WB
461
West Bancorporation
Iowa
$25K – – –
SV
462
Stilwell Value
New York
$23K – – –
CFA
463
Carroll Financial Associates
North Carolina
$23K +$9.27K +254 +85%
TFO
464
Tarbox Family Office
California
$22K +$12.6K +346 +191%
RWA
465
Ropes Wealth Advisors
Massachusetts
$21K -$7.66K -210 -29%
CAC
466
Certified Advisory Corp
Florida
$21K +$73 +2 +0.4%
FHA
467
First Horizon Advisors
Tennessee
$21K +$146 +4 +0.8%
CI
468
CX Institutional
Indiana
$20K -$11.1K -303 -39%
GAM
469
Gemmer Asset Management
California
$20K – – –
OCM
470
Ovata Capital Management
Hong Kong
$20K +$17.5K +480 New
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
AAP
472
Arax Advisory Partners
Colorado
$19K +$219 +6 +1%
WEC
473
Winslow Evans & Crocker
Massachusetts
$18K -$36 -1 -0.2%
WAS
474
Winch Advisory Services
Wisconsin
$18K +$3.58K +98 +30%
MAM
475
Meeder Asset Management
Ohio
$18K +$5.62K +154 +57%
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