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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$10K
First Manhattan
502
First Manhattan
New York
$10K
PCP
503
Proficio Capital Partners
Massachusetts
$9K -$1.18K -21 -11%
TFO
504
Tarbox Family Office
California
$9K
IWA
505
IBEX Wealth Advisors
New Jersey
$9K +$8.35K +149 New
CPA
506
Clear Perspective Advisors
Illinois
$9K +$8.57K +153 New
SFG
507
SevenBridge Financial Group
Pennsylvania
$8K
WA
508
WealthTrust-Arizona
Arizona
$8K
EF
509
Empirical Finance
Pennsylvania
$8K +$7.28K +130 New
BTIS
510
BB&T Investment Services
North Carolina
$8K +$7.51K +134 New
WTC
511
WhitTier Trust Company
Nevada
$7K
EARNEST Partners
512
EARNEST Partners
Georgia
$7K +$6.5K +116 New
EWM
513
Evercore Wealth Management
New York
$6K -$2.63K -47 -31%
BFEC
514
Benjamin F. Edwards & Company
Missouri
$6K
FWM
515
Focused Wealth Management
New York
$6K
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
QAM
517
QCI Asset Management
New York
$6K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$5.79K +$5.6K +100 New
RFA
519
Reilly Financial Advisors
California
$5K
CFD
520
Creative Financial Designs
Indiana
$5K +$4.54K +81 New
MRCM
521
M&R Capital Management
New Jersey
$5K +$5.27K +94 New
CBT
522
Central Bank & Trust
Kentucky
$4K -$3.31K -59 -46%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$4K +$1.18K +21 +48%
AA
524
Apriem Advisors
California
$4K +$3.59K +64 New
IWM
525
IHT Wealth Management
Illinois
$4K +$3.98K +71 New