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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIL
501
AGF Investments LLC
Ontario, Canada
$10K -$3.9K -64 -30%
CPA
502
Clear Perspective Advisors
Illinois
$10K – – –
TFO
503
Tarbox Family Office
California
$10K – – –
BTIS
504
BB&T Investment Services
North Carolina
$10K +$1.52K +25 +19%
WA
505
WealthTrust-Arizona
Arizona
$9K – – –
WA
506
Winfield Associates
Ohio
$9K +$8.54K +140 New
WTC
507
WhitTier Trust Company
Nevada
$8K – – –
APSP
508
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K -$15.9K -261 -69%
FWM
509
Focused Wealth Management
New York
$7K – – –
QAM
510
QCI Asset Management
New York
$7K – – –
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$6.31K – – –
SIM
512
Sonora Investment Management
Arizona
$6.31K +$6.1K +100 New
BFEC
513
Benjamin F. Edwards & Company
Missouri
$6K – – –
AIM
514
Advantage Investment Management
Iowa
$6K +$6.1K +100 New
PG
515
Patten Group
Tennessee
$6K +$6.1K +100 New
EWM
516
Evercore Wealth Management
New York
$5K -$1.52K -25 -24%
MRCM
517
M&R Capital Management
New Jersey
$5K – – –
RFA
518
Reilly Financial Advisors
California
$5K – – –
AA
519
Apriem Advisors
California
$4K – – –
CBT
520
Central Bank & Trust
Kentucky
$4K – – –
PFBT
521
Parkside Financial Bank & Trust
Missouri
$4K – – –
IWM
522
IHT Wealth Management
Illinois
$4K +$61 +1 +1%
AssetMark Inc
523
AssetMark Inc
California
$4K +$3.48K +57 New
LYV
524
Live Your Vision
Pennsylvania
$3K – – –
RFM
525
Royal Fund Management
Florida
$3K – – –