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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
501
Glen Eagle Advisors
New Jersey
$10.9K +$4.26K +100 +59%
AWA
502
Arkadios Wealth Advisors
Georgia
$10.3K -$213 -5 -2%
AW
503
Alpha Windward
Massachusetts
$10K -$5.75K -135 -35%
OAJ
504
Ogorek Anthony Joseph
New York
$10K -$511 -12 -4%
APWA
505
Atlas Private Wealth Advisors
New Jersey
$10K – – –
LWA
506
Lenox Wealth Advisors
New York
$10K – – –
HPC
507
HM Payson & Co
Maine
$10K +$2.56K +60 +33%
FP
508
Financial Perspectives
Minnesota
$9.58K – – –
CI
509
CX Institutional
Indiana
$9K -$10.9K -255 -53%
HI
510
Human Investing
Oregon
$9K – – –
LS
511
Leelyn Smith
Illinois
$9K – – –
SIM
512
Sonora Investment Management
Arizona
$9K – – –
SA
513
SRH Advisors
Kansas
$9K – – –
TFA
514
Toth Financial Advisory
Virginia
$9K +$852 +20 +10%
VCM
515
Versant Capital Management
Arizona
$9K +$1.96K +46 +24%
CFGS
516
Concourse Financial Group Securities
Alabama
$8K – – –
LC
517
Lindbrook Capital
California
$8K – – –
MFT
518
Moisand Fitzgerald Tamayo
Florida
$8K – – –
ST
519
Smithfield Trust
Pennsylvania
$8K – – –
F
520
F3Logic
Minnesota
$7.45K +$7.88K +185 New
CTB
521
Country Trust Bank
Illinois
$7K – – –
MAM
522
Marquette Asset Management
Minnesota
$7K – – –
SSB
523
Sandy Spring Bank
Maryland
$7K – – –
HS
524
Horan Securities
United States
$7K +$3.03K +71 +65%
PFWA
525
Paces Ferry Wealth Advisors
Georgia
$7K +$7.42K +174 New
19 20
21
22 23