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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
501
Zions Bancorporation
Utah
$37K -$2.57K -47 -7%
TI
502
tru Independence
Oregon
$37K +$64.5K +1,178 New
GRP
503
Global Retirement Partners
California
$36K – – –
RA
504
Rational Advisors
New York
$35K -$26.5K -484 -43%
GI
505
Gradient Investments
Minnesota
$35K +$34.4K +629 +4,838%
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$30.1K -550 -48%
WB
507
West Bancorporation
Iowa
$33K +$32.6K +595 New
SWA
508
Sutton Wealth Advisors
Florida
$32.5K – – –
SV
509
Stilwell Value
New York
$30K – – –
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$29K +$29K +530 New
CAC
511
Certified Advisory Corp
Florida
$28K +$55 +1 +0.2%
FHA
512
First Horizon Advisors
Tennessee
$28K +$55 +1 +0.2%
LMAM
513
Legg Mason Asset Management
Japan
$27K +$1.09K +20 +4%
VEA
514
Virtus ETF Advisers
New York
$26K -$7.22K -132 -22%
WEC
515
Winslow Evans & Crocker
Massachusetts
$26K – – –
AAP
516
Arax Advisory Partners
Colorado
$24K +$219 +4 +0.9%
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$55 +1 +0.2%
LWM
518
Liberty Wealth Management
California
$23K +$109 +2 +0.5%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$23K +$22.6K +412 New
MG
520
MilWealth Group
Wisconsin
$22.6K – – –
FCB
521
First Command Bank
Texas
$20K – – –
FCFS
522
First Command Financial Services
Texas
$20K – – –
SWM
523
Sugarloaf Wealth Management
Georgia
$20K +$19.9K +364 New
AIM
524
Anchor Investment Management
South Carolina
$19.3K -$8.21K -150 -30%
AWA
525
Arkadios Wealth Advisors
Georgia
$18.2K +$17.8K +325 New
19 20
21
22 23