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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Advisors Ltd
Ohio
$11K – – –
First Manhattan
527
First Manhattan
New York
$11K – – –
WA
528
Winfield Associates
Ohio
$11K +$2.28K +36 +26%
AIL
529
AGF Investments LLC
Ontario, Canada
$10K – – –
CPA
530
Clear Perspective Advisors
Illinois
$10K – – –
TFO
531
Tarbox Family Office
California
$10K – – –
PCM
532
Penserra Capital Management
California
$10K +$10.3K +162 New
WA
533
WealthTrust-Arizona
Arizona
$9K – – –
CFD
534
Creative Financial Designs
Indiana
$9K +$8.82K +139 New
WTC
535
WhitTier Trust Company
Nevada
$8K – – –
APSP
536
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K – – –
FWM
537
Focused Wealth Management
New York
$7K – – –
PG
538
Patten Group
Tennessee
$7K – – –
QAM
539
QCI Asset Management
New York
$7K – – –
NIC
540
Northwest Investment Counselors
Oregon
$7K +$7.17K +113 New
AIM
541
Anchor Investment Management
South Carolina
$6.41K -$181K -2,860 -97%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$6.41K – – –
SIM
543
Sonora Investment Management
Arizona
$6.41K – – –
ZB
544
Zions Bancorporation
Utah
$6K -$9.39K -148 -62%
PWM
545
Perigon Wealth Management
California
$6K -$8.06K -127 -56%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$6K – – –
IP
547
Isthmus Partners
Wisconsin
$5K -$47.6K -750 -90%
EWM
548
Evercore Wealth Management
New York
$5K – – –
RFA
549
Reilly Financial Advisors
California
$5K – – –
AssetMark Inc
550
AssetMark Inc
California
$4K – – –