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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
C
501
Covestor
United Kingdom
$71K +$68.4K +980 New
FFC
502
First Financial Corp
Indiana
$69K – – –
MCM
503
Manchester Capital Management
Vermont
$69K – – –
PB
504
Pinnacle Bancorp
Nebraska
$69K – – –
ONST
505
Old North State Trust
North Carolina
$67K – – –
DGAM
506
Desjardins Global Asset Management
Quebec, Canada
$64K +$62.4K +894 New
LFA
507
Level Financial Advisors
New York
$63K +$60.5K +867 New
FPWM
508
FSB Premier Wealth Management
Iowa
$63K +$61.6K +883 New
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$419 +6 +0.7%
DHGWA
510
Dixon Hughes Goodman Wealth Advisors
North Carolina
$58K +$56.4K +808 New
SC
511
Stephens Consulting
Michigan
$52.4K +$50.6K +725 New
TFS
512
TrustCore Financial Services
Tennessee
$52K – – –
MWC
513
MBM Wealth Consultants
Missouri
$51K +$13.3K +190 +37%
QC
514
Quent Capital
New York
$51K +$49.1K +704 New
BC
515
Burleson & Co
California
$50K – – –
WB
516
West Bancorporation
Iowa
$49K +$46.9K +672 New
CHC
517
City Holding Co
West Virginia
$48K -$6.98K -100 -13%
CYG
518
Clean Yield Group
Vermont
$48K – – –
RAM
519
Riggs Asset Management
Pennsylvania
$48K – – –
CBT
520
CoreFirst Bank & Trust
Kansas
$47K – – –
RDIA
521
RE Dickinson Investment Advisors
Iowa
$47K +$45.4K +651 New
APA
522
American Portfolios Advisors
New York
$46.9K +$70 +1 +0.2%
SWA
523
Sutton Wealth Advisors
Florida
$45.9K -$1.75K -25 -4%
FCFS
524
First Command Financial Services
Texas
$45K – – –
FHA
525
First Horizon Advisors
Tennessee
$44K – – –
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