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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
501
Reilly Financial Advisors
California
$72K – – –
C
502
Covestor
United Kingdom
$71K +$68.4K +980 New
FFC
503
First Financial Corp
Indiana
$69K – – –
MCM
504
Manchester Capital Management
Vermont
$69K – – –
PB
505
Pinnacle Bancorp
Nebraska
$69K – – –
ONST
506
Old North State Trust
North Carolina
$67K – – –
DGAM
507
Desjardins Global Asset Management
Quebec, Canada
$64K +$62.4K +894 New
LFA
508
Level Financial Advisors
New York
$63K +$60.5K +867 New
FPWM
509
FSB Premier Wealth Management
Iowa
$63K +$61.6K +883 New
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$419 +6 +0.7%
DHGWA
511
Dixon Hughes Goodman Wealth Advisors
North Carolina
$58K +$56.4K +808 New
SC
512
Stephens Consulting
Michigan
$52.4K +$50.6K +725 New
TFS
513
TrustCore Financial Services
Tennessee
$52K – – –
MWC
514
MBM Wealth Consultants
Missouri
$51K +$13.3K +190 +37%
QC
515
Quent Capital
New York
$51K +$49.1K +704 New
BC
516
Burleson & Co
California
$50K – – –
WB
517
West Bancorporation
Iowa
$49K +$46.9K +672 New
CHC
518
City Holding Co
West Virginia
$48K -$6.98K -100 -13%
CYG
519
Clean Yield Group
Vermont
$48K – – –
RAM
520
Riggs Asset Management
Pennsylvania
$48K – – –
CBT
521
CoreFirst Bank & Trust
Kansas
$47K – – –
RDIA
522
RE Dickinson Investment Advisors
Iowa
$47K +$45.4K +651 New
APA
523
American Portfolios Advisors
New York
$46.9K +$70 +1 +0.2%
SWA
524
Sutton Wealth Advisors
Florida
$45.9K -$1.75K -25 -4%
FCFS
525
First Command Financial Services
Texas
$45K – – –
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