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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
526
Liberty Wealth Management
California
$24K +$22.7K +412 New
MG
527
MilWealth Group
Wisconsin
$23.7K – – –
PCP
528
Proficio Capital Partners
Massachusetts
$23K -$2.09K -38 -9%
AIM
529
Advantage Investment Management
Iowa
$21K – – –
FCB
530
First Command Bank
Texas
$21K – – –
FCFS
531
First Command Financial Services
Texas
$21K – – –
RFM
532
Royal Fund Management
Florida
$20K -$606 -11 -3%
GAM
533
Gemmer Asset Management
California
$18K -$3.58K -65 -17%
AC
534
Avestar Capital
New York
$18K – – –
WAS
535
Winch Advisory Services
Wisconsin
$18K +$165 +3 +1%
TFA
536
Toth Financial Advisory
Virginia
$18K +$2.92K +53 +21%
AP
537
Atwood & Palmer
Missouri
$17K – – –
LPWM
538
Lake Point Wealth Management
Texas
$17K – – –
TSW
539
Thompson Siegel & Walmsley
Virginia
$17K – – –
WB
540
Webster Bank
Connecticut
$17K – – –
CFA
541
Carroll Financial Associates
North Carolina
$17K +$11K +200 +200%
PK
542
Pflug Koory
Nebraska
$17K +$13.5K +245 +613%
WIM
543
Westside Investment Management
California
$17K +$16.5K +300 New
CIAS
544
Capital Investment Advisory Services
North Carolina
$16K – – –
HRC
545
Hoertkorn Richard Charles
$16K – – –
JFA
546
JNBA Financial Advisors
Minnesota
$16K – – –
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
OAJ
548
Ogorek Anthony Joseph
New York
$16K – – –
LWA
549
Lenox Wealth Advisors
New York
$15K – – –
VRM
550
Vectors Research Management
New York
$15K – – –
20 21
22
23 24