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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$96.1K +$641 +14 +0.7%
BC
452
Bartlett & Co
Ohio
$96K +$641 +14 +0.7%
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$91K +$83.9K +1,831 New
OIM
454
Oder Investment Management
California
$90K +$82.5K +1,800 New
CHC
455
City Holding Co
West Virginia
$89K +$1.15K +25 +1%
VFA
456
Valeo Financial Advisors
Indiana
$85K – – –
AWM
457
Accel Wealth Management
Iowa
$81K +$75.1K +1,639 New
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.1K +$72.1K +1,574 New
RE
459
RBC Europe
United Kingdom
$78.1K – – –
OSNBOA
460
Old Second National Bank of Aurora
Illinois
$78K – – –
IAIM
461
International Assets Investment Management
Florida
$78K +$72.1K +1,573 New
HNB
462
Huntington National Bank
Ohio
$74K -$4.81K -105 -7%
LTI
463
Laffer Tengler Investments
Tennessee
$67.9K – – –
PA
464
Parallel Advisors
California
$65K – – –
FMT
465
First Mercantile Trust
Tennessee
$64K -$8.43K -184 -13%
SCM
466
Silvant Capital Management
Georgia
$64K – – –
GLLW
467
Graves Light Lenhart Wealth
Virginia
$64K +$59.5K +1,300 New
FC
468
FORA Capital
Florida
$62K -$29.7K -649 -34%
CLOS
469
Compagnie Lombard Odier SCmA
Switzerland
$54K – – –
CTC
470
Central Trust Company
Missouri
$53K -$4.58K -100 -9%
SIA
471
Sit Investment Associates
Minnesota
$53K – – –
MCM
472
Manchester Capital Management
Vermont
$52K +$3.62K +79 +8%
TPWA
473
TRUE Private Wealth Advisors
Oregon
$51K +$137 +3 +0.3%
RFA
474
Reilly Financial Advisors
California
$51K +$45.8K +1,000 +3,125%
CIA
475
CSat Investment Advisory
Michigan
$48K -$30.8K -672 -41%
17 18
19
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