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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
501
Ten Capital Wealth Advisors
Washington
$105K +$111K +1,578 New
FCA
502
FinTrust Capital Advisors
South Carolina
$104K -$1.83K -26 -2%
AWM
503
Accel Wealth Management
Iowa
$102K +$18.6K +264 +19%
C
504
Covestor
United Kingdom
$100K -$21.9K -312 -17%
CTC
505
Central Trust Company
Missouri
$95K -$2.81K -40 -3%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$36.2K +514 +58%
LTI
507
Laffer Tengler Investments
Tennessee
$93K – – –
CAL
508
Capital Analysts LLC
Pennsylvania
$92K – – –
TH
509
TCTC Holdings
Texas
$92K – – –
JWA
510
JFS Wealth Advisors
Pennsylvania
$87K -$563 -8 -0.6%
GLLW
511
Graves Light Lenhart Wealth
Virginia
$87K – – –
TWA
512
TCI Wealth Advisors
Arizona
$84K – – –
CCM
513
Covington Capital Management
California
$83K -$492 -7 -0.6%
AF
514
Advisornet Financial
Minnesota
$82K -$37.4K -531 -30%
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K – – –
GCM
516
Gladius Capital Management
Illinois
$72K -$83.7K -1,190 -53%
HIA
517
Harbor Investment Advisory
Maryland
$72K – – –
SIA
518
Sit Investment Associates
Minnesota
$72K – – –
MWC
519
MBM Wealth Consultants
Missouri
$69K +$2.53K +36 +4%
PTC
520
Private Trust Company
Ohio
$68K +$71.5K +1,017 New
DSC
521
Duncker Streett & Co
Missouri
$67K +$71K +1,010 New
MCM
522
Manchester Capital Management
Vermont
$66K -$1.05K -15 -2%
M
523
MOTCO
Texas
$66K – – –
TFS
524
TrustCore Financial Services
Tennessee
$65K +$17.9K +254 +35%
FFC
525
First Financial Corp
Indiana
$64K – – –
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