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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
501
First Command Financial Services
Texas
$31K – – –
CFA
502
Carroll Financial Associates
North Carolina
$27K – – –
SV
503
Stilwell Value
New York
$27K – – –
MFA
504
McClarren Financial Advisors
Pennsylvania
$27K +$25K +546 New
TFO
505
Tarbox Family Office
California
$26K – – –
RWA
506
Ropes Wealth Advisors
Massachusetts
$26K +$321 +7 +1%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$26K +$6.64K +145 +37%
EWA
508
Evolution Wealth Advisors
Florida
$26K +$22K +480 +1,043%
T
509
TOBAM
France
$25K +$22.9K +500 New
GAM
510
Gemmer Asset Management
California
$24K – – –
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$24K +$22.3K +486 New
AAP
512
Arax Advisory Partners
Colorado
$23K +$229 +5 +1%
PAI
513
Pittenger & Anderson Inc
Nebraska
$22K -$26.4K -577 -57%
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
WEC
515
Winslow Evans & Crocker
Massachusetts
$22K – – –
FHA
516
First Horizon Advisors
Tennessee
$21K -$4.63K -101 -19%
LWM
517
Liberty Wealth Management
California
$21K +$46 +1 +0.2%
WFA
518
West Financial Advisors
Iowa
$21K +$19K +414 New
GIA
519
Goodwin Investment Advisory
Georgia
$21K +$19.7K +431 New
MG
520
MilWealth Group
Wisconsin
$20.3K – – –
EP
521
Eudaimonia Partners
Tennessee
$20K -$4.21K -92 -18%
HWA
522
HHM Wealth Advisors
Tennessee
$20K – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$20K +$1.15K +25 +6%
GWS
524
Glassman Wealth Services
Virginia
$20K +$15.9K +348 +725%
VRM
525
Vectors Research Management
New York
$19K – – –