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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
476
First Mercantile Trust
Tennessee
$88K -$20.9K -380 -20%
HNB
477
Huntington National Bank
Ohio
$88K – – –
TNBTD
478
Trustmark National Bank Trust Department
Mississippi
$84K -$5.51K -100 -6%
PA
479
Parallel Advisors
California
$78K -$11.1K -202 -13%
OIA
480
OneDigital Investment Advisors
Kansas
$75K +$7.16K +130 +11%
VCM
481
Vigilant Capital Management
Maine
$72K – – –
PCG
482
Private Capital Group
Connecticut
$72K +$19.3K +351 +35%
ONST
483
Old North State Trust
North Carolina
$71K – – –
CLOS
484
Compagnie Lombard Odier SCmA
Switzerland
$63K – – –
TPWA
485
TRUE Private Wealth Advisors
Oregon
$63K +$60.1K +1,090 New
SIA
486
Sit Investment Associates
Minnesota
$62K – – –
AF
487
Allworth Financial
California
$62K +$276 +5 +0.5%
PMFA
488
Plante Moran Financial Advisors
Michigan
$57K – – –
CAW
489
Cornerstone Advisors (Washington)
Washington
$57K +$13.9K +253 +35%
MCM
490
Manchester Capital Management
Vermont
$56K – – –
PFC
491
Phocas Financial Corp
California
$56K +$52.9K +960 New
M
492
MOTCO
Texas
$55K -$496 -9 -0.9%
FFC
493
First Financial Corp
Indiana
$55K – – –
LC
494
Lindbrook Capital
California
$55K – – –
PB
495
Pinnacle Bancorp
Nebraska
$55K – – –
TFS
496
TrustCore Financial Services
Tennessee
$51K – – –
PWP
497
Personal Wealth Partners
Minnesota
$51K +$48.7K +884 New
TF
498
Tompkins Financial
New York
$48K – – –
PAI
499
Pittenger & Anderson Inc
Nebraska
$47K – – –
TWA
500
TCI Wealth Advisors
Arizona
$47K – – –
18 19
20
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