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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
501
Clear Perspective Advisors
Illinois
$10K
TFO
502
Tarbox Family Office
California
$10K
BTIS
503
BB&T Investment Services
North Carolina
$10K +$1.52K +25 +19%
WA
504
WealthTrust-Arizona
Arizona
$9K
WA
505
Winfield Associates
Ohio
$9K +$8.54K +140 New
WTC
506
WhitTier Trust Company
Nevada
$8K
APSP
507
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K -$15.9K -261 -69%
FWM
508
Focused Wealth Management
New York
$7K
QAM
509
QCI Asset Management
New York
$7K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$6.31K
SIM
511
Sonora Investment Management
Arizona
$6.31K +$6.1K +100 New
BFEC
512
Benjamin F. Edwards & Company
Missouri
$6K
AIM
513
Advantage Investment Management
Iowa
$6K +$6.1K +100 New
PG
514
Patten Group
Tennessee
$6K +$6.1K +100 New
AAF
515
Andra AP-fonden
Sweden
$5.31K -$775K -12,700 -13%
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