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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MG
476
MilWealth Group
Wisconsin
$17K – – –
PFBT
477
Parkside Financial Bank & Trust
Missouri
$17K -$1.17K -32 -7%
HWA
478
HHM Wealth Advisors
Tennessee
$17K – – –
LWM
479
Liberty Wealth Management
California
$17K +$36 +1 +0.2%
BL
480
Balentine LLC
Georgia
$17K +$10.3K +283 +242%
APA
481
American Portfolios Advisors
New York
$16.2K -$13.3K -365 -48%
AW
482
Alpha Windward
Massachusetts
$16K +$13.9K +381 New
AIM
483
Anchor Investment Management
South Carolina
$15.1K – – –
FCB
484
First Command Bank
Texas
$15K – – –
FCFS
485
First Command Financial Services
Texas
$15K – – –
SWM
486
Sugarloaf Wealth Management
Georgia
$15K – – –
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$165K -4,518 -93%
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$13K -$2.19K -60 -16%
AP
489
Atwood & Palmer
Missouri
$13K – – –
HWM
490
HighMark Wealth Management
Minnesota
$13K – – –
KPW
491
Kore Private Wealth
New York
$13K +$4.05K +111 +53%
CT
492
Caldwell Trust
Florida
$12.3K – – –
HF
493
Halpern Financial
Virginia
$12.3K – – –
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$474 -13 -4%
MA
495
MCF Advisors
Kentucky
$12K – – –
PK
496
Pflug Koory
Nebraska
$12K – – –
TSW
497
Thompson Siegel & Walmsley
Virginia
$12K – – –
TCM
498
Tradewinds Capital Management
Washington
$12K – – –
OAJ
499
Ogorek Anthony Joseph
New York
$11K -$730 -20 -7%
HRC
500
Hoertkorn Richard Charles
$11K – – –