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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
501
Whitener Capital Management
North Carolina
$11K – – –
TFA
502
Toth Financial Advisory
Virginia
$11K +$246 +5 +2%
VNA
503
Valley National Advisers
Pennsylvania
$11K +$246 +5 +2%
PAMU
504
Pictet Asset Management (UK)
United Kingdom
$10.4K +$830K +16,862 +8%
FMTCOCP
505
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
MFW
506
Mosaic Family Wealth
Missouri
$10K +$98 +2 +0.9%
BCI
507
Brinker Capital Investments
Pennsylvania
$10K +$8.22K +167 +293%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$10K +$8.71K +177 +334%
WCM
509
WealthBridge Capital Management
Ohio
$10K +$10.7K +218 New
WANY
510
Wealthspire Advisors (New York)
New York
$10K +$10.8K +219 New
HI
511
Human Investing
Oregon
$10K +$11.1K +225 New
MFT
512
Moisand Fitzgerald Tamayo
Florida
$9K – – –
QCIG
513
Quad-Cities Investment Group
Iowa
$9K – – –
SA
514
SRH Advisors
Kansas
$9K – – –
DWM
515
Doyle Wealth Management
Florida
$9K +$9.84K +200 New
IC
516
Inscription Capital
Texas
$9K +$9.84K +200 New
KPW
517
Kore Private Wealth
New York
$9K +$10.2K +208 New
CAGAS
518
Capital Advisory Group Advisory Services
Minnesota
$8K -$5.76K -117 -38%
CAL
519
Capital Advisors Ltd
Ohio
$8K – – –
CTB
520
Country Trust Bank
Illinois
$8K – – –
DAM
521
Delta Asset Management
Tennessee
$8K – – –
SSB
522
Sandy Spring Bank
Maryland
$8K – – –
TFO
523
Tarbox Family Office
California
$8K +$1.13K +23 +14%
PO
524
Private Ocean
California
$7K – – –
RWA
525
River Wealth Advisors
Pennsylvania
$7K – – –
19 20
21
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