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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SV
501
Stilwell Value
New York
$35K – – –
MFA
502
McClarren Financial Advisors
Pennsylvania
$35K +$320 +5 +0.9%
HFM
503
Harvest Fund Management
China
$34K – – –
GAM
504
Gemmer Asset Management
California
$34K +$575 +9 +2%
TFO
505
Tarbox Family Office
California
$33K – – –
AWA
506
Arkadios Wealth Advisors
Georgia
$33K +$8.95K +140 +35%
CI
507
CX Institutional
Indiana
$32K +$4.41K +69 +16%
CMBA
508
C.M. Bidwell & Associates
Hawaii
$32K +$32.2K +504 New
BU
509
BBVA USA
Alabama
$32K +$32.9K +514 New
Kayne Anderson Rudnick Investment Management
510
Kayne Anderson Rudnick Investment Management
California
$31K – – –
M
511
MOTCO
Texas
$31K – – –
AAP
512
Arax Advisory Partners
Colorado
$30K +$30.1K +471 New
PAI
513
Pittenger & Anderson Inc
Nebraska
$28K – – –
FHA
514
First Horizon Advisors
Tennessee
$27K – – –
LWM
515
Liberty Wealth Management
California
$27K +$128 +2 +0.5%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$27K +$256 +4 +1%
WFA
517
West Financial Advisors
Iowa
$26K -$11.8K -185 -31%
MWC
518
MBM Wealth Consultants
Missouri
$26K – – –
GWS
519
Glassman Wealth Services
Virginia
$26K +$575 +9 +2%
HWA
520
HHM Wealth Advisors
Tennessee
$25K – – –
AFS
521
Annapolis Financial Services
Maryland
$24K – – –
DWMG
522
DB Wealth Management Group
California
$24K – – –
AIM
523
Anchor Investment Management
South Carolina
$23K – – –
MAM
524
Marquette Asset Management
Minnesota
$23K – – –
SWM
525
Sugarloaf Wealth Management
Georgia
$23K – – –