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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$59K +$4.24K +76 +8%
MCM
502
Manchester Capital Management
Vermont
$58K -$4.4K -79 -8%
FFC
503
First Financial Corp
Indiana
$57K – – –
PB
504
Pinnacle Bancorp
Nebraska
$57K – – –
CIA
505
CSat Investment Advisory
Michigan
$51K -$5.8K -104 -11%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$334 +6 +0.7%
FPS
507
Fieldpoint Private Securities
Connecticut
$46K +$34.1K +611 +394%
WT
508
Washington Trust
Rhode Island
$44K – – –
TFS
509
TrustCore Financial Services
Tennessee
$43K – – –
EWA
510
Evolution Wealth Advisors
Florida
$43K +$10.3K +185 +35%
SAI
511
Systematic Alpha Investments
New Jersey
$42K – – –
CHC
512
City Holding Co
West Virginia
$41K -$62.5K -1,122 -62%
BC
513
Burleson & Co
California
$41K +$38.2K +685 New
APA
514
American Portfolios Advisors
New York
$40.9K +$111 +2 +0.3%
SWA
515
Sutton Wealth Advisors
Florida
$40.1K – – –
RAM
516
Riggs Asset Management
Pennsylvania
$40K – – –
CBT
517
CoreFirst Bank & Trust
Kansas
$39K -$11.8K -212 -24%
FCB
518
First Command Bank
Texas
$38K – – –
FCFS
519
First Command Financial Services
Texas
$38K – – –
NFG
520
Next Financial Group
Texas
$37K -$167 -3 -0.5%
TAIM
521
TD Ameritrade Investment Management
Nebraska
$37K – – –
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$36K +$3.34K +60 +11%
WFA
523
West Financial Advisors
Iowa
$36K +$10.3K +185 +45%
WP
524
WealthShield Partners
North Carolina
$36K +$33.5K +601 New
TPCW
525
TD Private Client Wealth
New York
$33.9K -$6.13K -110 -16%
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