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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
451
Tompkins Financial
New York
$34K – – –
TI
452
tru Independence
Oregon
$33K -$15K -353 -30%
TPCW
453
TD Private Client Wealth
New York
$32.3K -$29.5K -691 -46%
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$6.82K +160 +25%
TFS
455
TrustCore Financial Services
Tennessee
$30K – – –
WT
456
Washington Trust
Rhode Island
$30K – – –
APA
457
American Portfolios Advisors
New York
$30K +$15.1K +355 +91%
PFS
458
Prospera Financial Services
Texas
$28K +$29.3K +688 New
CYG
459
Clean Yield Group
Vermont
$27K +$22.4K +525 +392%
SWA
460
Sutton Wealth Advisors
Florida
$26.9K – – –
MAM
461
Meeder Asset Management
Ohio
$26K +$9.68K +227 +53%
FCB
462
First Command Bank
Texas
$25K +$11.2K +263 +72%
FCFS
463
First Command Financial Services
Texas
$25K +$11.2K +263 +72%
CFA
464
Carroll Financial Associates
North Carolina
$22K – – –
SV
465
Stilwell Value
New York
$22K – – –
RWA
466
Ropes Wealth Advisors
Massachusetts
$21K – – –
TFO
467
Tarbox Family Office
California
$21K – – –
FHA
468
First Horizon Advisors
Tennessee
$21K +$43 +1 +0.2%
GAM
469
Gemmer Asset Management
California
$20K – – –
EP
470
Eudaimonia Partners
Tennessee
$20K +$21.4K +503 New
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
WEC
472
Winslow Evans & Crocker
Massachusetts
$18K – – –
AAP
473
Arax Advisory Partners
Colorado
$18K +$298 +7 +2%
FGA
474
Fortis Group Advisors
New Jersey
$18K +$19.5K +458 New
LWM
475
Liberty Wealth Management
California
$17K +$85 +2 +0.5%
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