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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
501
Vantage Investment Advisors
Pennsylvania
$11K – – –
OFW
502
Omnia Family Wealth
Florida
$11K +$10.4K +186 New
CAL
503
Capital Advisors Ltd
Ohio
$10K – – –
First Manhattan
504
First Manhattan
New York
$10K – – –
PCP
505
Proficio Capital Partners
Massachusetts
$9K -$1.18K -21 -11%
TFO
506
Tarbox Family Office
California
$9K – – –
IWA
507
IBEX Wealth Advisors
New Jersey
$9K +$8.35K +149 New
CPA
508
Clear Perspective Advisors
Illinois
$9K +$8.57K +153 New
SFG
509
SevenBridge Financial Group
Pennsylvania
$8K – – –
WA
510
WealthTrust-Arizona
Arizona
$8K – – –
EF
511
Empirical Finance
Pennsylvania
$8K +$7.28K +130 New
BTIS
512
BB&T Investment Services
North Carolina
$8K +$7.51K +134 New
WTC
513
WhitTier Trust Company
Nevada
$7K – – –
EARNEST Partners
514
EARNEST Partners
Georgia
$7K +$6.5K +116 New
EWM
515
Evercore Wealth Management
New York
$6K -$2.63K -47 -31%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$6K – – –
FWM
517
Focused Wealth Management
New York
$6K – – –
LWCFA
518
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
QAM
519
QCI Asset Management
New York
$6K – – –
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$5.79K +$5.6K +100 New
RFA
521
Reilly Financial Advisors
California
$5K – – –
CFD
522
Creative Financial Designs
Indiana
$5K +$4.54K +81 New
MRCM
523
M&R Capital Management
New Jersey
$5K +$5.27K +94 New
CBT
524
Central Bank & Trust
Kentucky
$4K -$3.31K -59 -46%
PFBT
525
Parkside Financial Bank & Trust
Missouri
$4K +$1.18K +21 +48%