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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
501
Northwest Wealth Management
Iowa
$218K +$466 +6 +0.2%
CTC
502
Central Trust Company
Missouri
$218K -$2.87K -37 -1%
FTDI
503
First Trust Direct Indexing
Massachusetts
$217K -$1.4K -18 -0.6%
RWA
504
Redhawk Wealth Advisors
Minnesota
$217K – – –
S
505
SignatureFD
Georgia
$217K +$46.6K +600 +25%
LNC
506
Lincoln National Corp
Pennsylvania
$216K -$8.07K -104 -3%
CFS
507
CRA Financial Services
New Jersey
$216K – – –
SNBOSD
508
Security National Bank of So Dak
Iowa
$216K – – –
RCAG
509
Rehmann Capital Advisory Group
Michigan
$215K -$9.86K -127 -4%
NP
510
Nilsine Partners
Colorado
$215K +$699 +9 +0.3%
GA
511
Geller Advisors
New York
$213K -$22.5K -290 -9%
JWCA
512
J.W. Cole Advisors
Florida
$212K +$10.7K +138 +5%
GMA
513
Glassy Mountain Advisors
Maryland
$211K – – –
CCA
514
Checchi Capital Advisers
California
$209K +$19.6K +252 +10%
SW
515
SVB Wealth
Massachusetts
$208K +$224K +2,892 New
VF
516
Virtu Financial
New York
$206K +$222K +2,854 New
DILIC
517
Dai-ichi Life Insurance Company
Japan
$205K +$221K +2,843 New
AIP
518
Ameritas Investment Partners
Nebraska
$204K +$6.52K +84 +3%
MS
519
Maven Securities
Jersey
$204K +$219K +2,826 New
SNB
520
Security National Bank
Nebraska
$203K – – –
RFA
521
Resurgent Financial Advisors
Georgia
$194K – – –
WT
522
Whittier Trust
California
$183K +$3.18K +41 +2%
WFA
523
West Financial Advisors
Iowa
$181K -$776 -10 -0.4%
TFGT
524
TS Financial Group (TSFG)
Illinois
$179K – – –
ACA
525
Atlas Capital Advisors
Wyoming
$179K -$4.27K -55 -2%
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