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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
501
Royal Fund Management
Florida
$18K -$50 -1 -0.3%
AIM
502
Advantage Investment Management
Iowa
$18K – – –
FCB
503
First Command Bank
Texas
$18K – – –
FCFS
504
First Command Financial Services
Texas
$18K – – –
LPWM
505
Lake Point Wealth Management
Texas
$17K – – –
VEA
506
Virtus ETF Advisers
New York
$17K – – –
AC
507
Avestar Capital
New York
$16K – – –
WAS
508
Winch Advisory Services
Wisconsin
$16K – – –
SCM
509
Shelton Capital Management
Colorado
$15.7K -$739K -14,903 -95%
AP
510
Atwood & Palmer
Missouri
$15K – – –
TSW
511
Thompson Siegel & Walmsley
Virginia
$15K – – –
WB
512
Webster Bank
Connecticut
$15K – – –
Rockefeller Capital Management
513
Rockefeller Capital Management
New York
$15K +$14.5K +292 New
HCA
514
Horan Capital Advisors
Ohio
$15K +$14.9K +300 New
APA
515
American Portfolios Advisors
New York
$14.4K -$1.49K -30 -9%
DBT
516
Dubuque Bank & Trust
Iowa
$14K – – –
HRC
517
Hoertkorn Richard Charles
$14K – – –
JFA
518
JNBA Financial Advisors
Minnesota
$14K – – –
KTC
519
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
OC
520
Oakworth Capital
Alabama
$14K – – –
OAJ
521
Ogorek Anthony Joseph
New York
$14K – – –
CIAS
522
Capital Investment Advisory Services
North Carolina
$14K +$7.78K +157 +138%
LWA
523
Lenox Wealth Advisors
New York
$13K – – –
TFA
524
Toth Financial Advisory
Virginia
$13K – – –
VNA
525
Valley National Advisers
Pennsylvania
$13K – – –