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Principal Financial Group

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