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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
451
D'Orazio & Associates
Virginia
$98K – – –
BCWM
452
Bartlett & Co Wealth Management
Ohio
$96.1K +$641 +14 +0.7%
BC
453
Bartlett & Co
Ohio
$96K +$641 +14 +0.7%
PWPS
454
Pinnacle Wealth Planning Services
Ohio
$91K +$83.9K +1,831 New
OIM
455
Oder Investment Management
California
$90K +$82.5K +1,800 New
CHC
456
City Holding Co
West Virginia
$89K +$1.15K +25 +1%
VFA
457
Valeo Financial Advisors
Indiana
$85K – – –
AWM
458
Accel Wealth Management
Iowa
$81K +$75.1K +1,639 New
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.1K +$72.1K +1,574 New
RE
460
RBC Europe
United Kingdom
$78.1K – – –
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$78K – – –
IAIM
462
International Assets Investment Management
Florida
$78K +$72.1K +1,573 New
HNB
463
Huntington National Bank
Ohio
$74K -$4.81K -105 -7%
LTI
464
Laffer Tengler Investments
Tennessee
$67.9K – – –
PA
465
Parallel Advisors
California
$65K – – –
FMT
466
First Mercantile Trust
Tennessee
$64K -$8.43K -184 -13%
SCM
467
Silvant Capital Management
Georgia
$64K – – –
GLLW
468
Graves Light Lenhart Wealth
Virginia
$64K +$59.5K +1,300 New
FC
469
FORA Capital
Florida
$62K -$29.7K -649 -34%
CLOS
470
Compagnie Lombard Odier SCmA
Switzerland
$54K – – –
CTC
471
Central Trust Company
Missouri
$53K -$4.58K -100 -9%
SIA
472
Sit Investment Associates
Minnesota
$53K – – –
MCM
473
Manchester Capital Management
Vermont
$52K +$3.62K +79 +8%
TPWA
474
TRUE Private Wealth Advisors
Oregon
$51K +$137 +3 +0.3%
RFA
475
Reilly Financial Advisors
California
$51K +$45.8K +1,000 +3,125%
17 18
19
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