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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
TF
451
Tompkins Financial
New York
$35K
M
452
MOTCO
Texas
$33K
TFS
453
TrustCore Financial Services
Tennessee
$31K
EI
454
Ellevest Inc
New York
$31K +$23.3K +640 +621%
WT
455
Washington Trust
Rhode Island
$30K
RAM
456
Riggs Asset Management
Pennsylvania
$28K
SWA
457
Sutton Wealth Advisors
Florida
$27.7K +$2.85K +78 +13%
PFGIA
458
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$328 +9 +1%
WB
459
West Bancorporation
Iowa
$25K
SV
460
Stilwell Value
New York
$23K
CFA
461
Carroll Financial Associates
North Carolina
$23K +$9.27K +254 +85%
TFO
462
Tarbox Family Office
California
$22K +$12.6K +346 +191%
RWA
463
Ropes Wealth Advisors
Massachusetts
$21K -$7.66K -210 -29%
CAC
464
Certified Advisory Corp
Florida
$21K +$73 +2 +0.4%
FHA
465
First Horizon Advisors
Tennessee
$21K +$146 +4 +0.8%
CI
466
CX Institutional
Indiana
$20K -$11.1K -303 -39%
GAM
467
Gemmer Asset Management
California
$20K
OCM
468
Ovata Capital Management
Hong Kong
$20K +$17.5K +480 New
LWCFA
469
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
AAP
470
Arax Advisory Partners
Colorado
$19K +$219 +6 +1%
WEC
471
Winslow Evans & Crocker
Massachusetts
$18K -$36 -1 -0.2%
WAS
472
Winch Advisory Services
Wisconsin
$18K +$3.58K +98 +30%
MAM
473
Meeder Asset Management
Ohio
$18K +$5.62K +154 +57%
MG
474
MilWealth Group
Wisconsin
$17K
PFBT
475
Parkside Financial Bank & Trust
Missouri
$17K -$1.17K -32 -7%