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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
501
Aptus Capital Advisors
Alabama
$241K +$29K +344 +12%
MSA
502
MUFG Securities Americas
New York
$241K +$262K +3,107 New
RIL
503
Rothschild Investment LLC
Illinois
$239K +$506 +6 +0.2%
AAP
504
Arax Advisory Partners
Colorado
$236K +$199K +2,361 +344%
RWS
505
Resolute Wealth Strategies
Mississippi
$234K +$1.26K +15 +0.5%
WPC
506
Wedmont Private Capital
Pennsylvania
$234K +$16.3K +194 +7%
CCA
507
Checchi Capital Advisers
California
$234K +$2.02K +24 +0.8%
GS
508
GTS Securities
Florida
$233K -$41.4K -491 -14%
SFP
509
Shepherd Financial Partners
Massachusetts
$233K +$253 +3 +0.1%
GMA
510
Glassy Mountain Advisors
Maryland
$232K – – –
SNBOSD
511
Security National Bank of So Dak
Iowa
$232K – – –
PA
512
Profund Advisors
Maryland
$228K -$47.7K -566 -16%
BJL
513
Brighton Jones LLC
Washington
$227K +$7.5K +89 +3%
PS
514
Principal Securities
Iowa
$227K +$132K +1,564 +114%
CIA
515
Concurrent Investment Advisors
Florida
$226K +$1.35K +16 +0.6%
BB
516
Busey Bank
Illinois
$226K +$246K +2,919 New
SAG
517
SageView Advisory Group
California
$226K +$19.3K +229 +9%
HI
518
Horizon Investments
North Carolina
$226K +$2.02K +24 +0.8%
MA
519
Mutual Advisors
Nebraska
$225K -$29.2K -347 -11%
ICM
520
IMS Capital Management
Oregon
$224K +$244K +2,900 New
NB
521
Nicolet Bankshares
Wisconsin
$224K -$71.5K -848 -23%
IPWA
522
International Private Wealth Advisors
California
$222K +$4.89K +58 +2%
LIM
523
Longfellow Investment Management
Massachusetts
$218K -$15.1K -179 -6%
SNB
524
Security National Bank
Nebraska
$216K – – –
PNC
525
Park National Corp
Ohio
$216K +$590 +7 +0.3%
19 20
21
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