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Principal Financial Group
PFG

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