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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
501
Hoertkorn Richard Charles
$17K – – –
JFA
502
JNBA Financial Advisors
Minnesota
$17K – – –
KF
503
Krilogy Financial
Missouri
$16K +$63 +1 +0.4%
PCM
504
Prelude Capital Management
New York
$16K +$15.4K +243 New
WAM
505
Watermark Asset Management
California
$16K +$15.9K +250 New
NA
506
NewEdge Advisors
Louisiana
$15K +$14.6K +230 New
VNA
507
Valley National Advisers
Pennsylvania
$15K +$127 +2 +0.8%
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14.1K – – –
PCP
509
Proficio Capital Partners
Massachusetts
$14K -$698 -11 -5%
SA
510
SRH Advisors
Kansas
$14K – – –
HI
511
Hudock Inc
Pennsylvania
$14K +$63 +1 +0.4%
MFW
512
Mosaic Family Wealth
Missouri
$14K +$63 +1 +0.5%
AIM
513
Advantage Investment Management
Iowa
$14K +$7.42K +117 +117%
BWA
514
BDO Wealth Advisors
Florida
$14K +$13.8K +218 New
DAM
515
Delta Asset Management
Tennessee
$13K – – –
SBL
516
Sargent Bickham Lagudis
Colorado
$13K – – –
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$63 +1 +0.5%
WPA
518
West Paces Advisors
Georgia
$12.9K – – –
CTB
519
Country Trust Bank
Illinois
$12K – – –
OFW
520
Omnia Family Wealth
Florida
$12K – – –
SSB
521
Sandy Spring Bank
Maryland
$12K – – –
VIA
522
Vantage Investment Advisors
Pennsylvania
$12K – – –
GBT
523
Grove Bank & Trust
Florida
$12K +$12.4K +195 New
BTIS
524
BB&T Investment Services
North Carolina
$11K – – –
CAL
525
Capital Advisors Ltd
Ohio
$11K – – –
19 20
21
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