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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
451
Clarius Group LLC
Washington
$202K +$187K +3,362 New
EHWM
452
Eads & Heald Wealth Management
Georgia
$202K +$188K +3,370 New
EI
453
Ellevest Inc
New York
$195K +$31.2K +559 +21%
SFO
454
Standard Family Office
South Dakota
$194K -$72.5K -1,300 -29%
BCA
455
Berman Capital Advisors
Georgia
$190K -$334 -6 -0.2%
SSC
456
Syverson Strege & Co
Iowa
$185K +$446 +8 +0.3%
CWP
457
Concord Wealth Partners
Virginia
$184K +$3.62K +65 +2%
JGIA
458
Jackson Grant Investment Advisers
Connecticut
$184K +$171K +3,071 New
IAIM
459
International Assets Investment Management
Florida
$159K +$75.7K +1,359 +86%
JCM
460
Jacobi Capital Management
Pennsylvania
$155K -$16.6K -298 -10%
OIA
461
Optimum Investment Advisors
Illinois
$153K +$27.9K +500 +24%
SIM
462
Sentry Investment Management
Wisconsin
$152K -$677K -12,140 -83%
CFB
463
Cullen/Frost Bankers
Texas
$149K -$13.7K -246 -9%
TFGT
464
TS Financial Group (TSFG)
Illinois
$149K – – –
FWM
465
Focused Wealth Management
New York
$147K – – –
FC
466
FORA Capital
Florida
$140K +$61.4K +1,102 +89%
S
467
SignatureFD
Georgia
$137K +$7.13K +128 +6%
QCG
468
Quadrant Capital Group
Ohio
$131K +$10.2K +183 +9%
FA
469
Fortis Advisors
Pennsylvania
$123K – – –
CA
470
Clearstead Advisors
Ohio
$120K – – –
DOA
471
D'Orazio & Associates
Virginia
$119K – – –
BCWM
472
Bartlett & Co Wealth Management
Ohio
$116K – – –
FCA
473
FinTrust Capital Advisors
South Carolina
$116K -$85.5K -1,534 -44%
BC
474
Bartlett & Co
Ohio
$116K – – –
BAM
475
Belpointe Asset Management
Nevada
$114K +$106K +1,905 New
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