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Principal Financial Group

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