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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$200K +$199K +2,775 New
ST
502
Sageworth Trust
Pennsylvania
$186K – – –
S
503
SignatureFD
Georgia
$185K -$54.8K -763 -23%
WT
504
Whittier Trust
California
$184K +$1.29K +18 +0.7%
CFB
505
Cullen/Frost Bankers
Texas
$182K +$790 +11 +0.4%
TFGT
506
TS Financial Group (TSFG)
Illinois
$179K -$2.01K -28 -1%
SSC
507
Syverson Strege & Co
Iowa
$174K +$431 +6 +0.2%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$165K – – –
BC
509
Bartlett & Co
Ohio
$165K – – –
LIM
510
Longfellow Investment Management
Massachusetts
$165K – – –
WFA
511
Wipfli Financial Advisors
Wisconsin
$163K +$162K +2,258 New
MAM
512
Meeder Asset Management
Ohio
$161K -$13.3K -185 -8%
QCG
513
Quadrant Capital Group
Ohio
$159K -$40.7K -566 -20%
FHA
514
First Horizon Advisors
Tennessee
$154K +$101K +1,405 +192%
PA
515
Parallel Advisors
California
$151K -$9.55K -133 -6%
TF
516
Tompkins Financial
New York
$150K – – –
HI
517
Harbour Investments
Wisconsin
$146K – – –
NIM
518
NuWave Investment Management
New Jersey
$144K +$143K +1,990 New
OIA
519
Optimum Investment Advisors
Illinois
$141K – – –
HNB
520
Huntington National Bank
Ohio
$140K +$4.81K +67 +4%
AA
521
AlphaCentric Advisors
Puerto Rico
$138K +$137K +1,909 New
WFA
522
West Financial Advisors
Iowa
$134K +$13.9K +194 +12%
AG
523
AIA Group
Hong Kong
$133K -$81.7K -1,138 -38%
DA
524
Denali Advisors
California
$130K +$108K +1,500 +500%
AWM
525
Accel Wealth Management
Iowa
$129K +$72 +1 +0.1%
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