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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
Arkadios Wealth Advisors
Georgia
$19K +$6.73K +147 +59%
DWMG
527
DB Wealth Management Group
California
$19K +$17.3K +377 New
AFS
528
Annapolis Financial Services
Maryland
$19K +$17.4K +379 New
RPWA
529
Regent Peak Wealth Advisors
Georgia
$19K +$18K +393 New
AIM
530
Anchor Investment Management
South Carolina
$18.1K – – –
SWM
531
Sugarloaf Wealth Management
Georgia
$18K – – –
WAS
532
Winch Advisory Services
Wisconsin
$17K -$4.17K -91 -21%
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
CI
534
CX Institutional
Indiana
$17K +$5.59K +122 +53%
CCA
535
Childress Capital Advisors
Texas
$17K +$15.5K +338 New
Loomis, Sayles & Company
536
Loomis, Sayles & Company
Massachusetts
$16K +$14.3K +313 New
AP
537
Atwood & Palmer
Missouri
$15K – – –
HWM
538
HighMark Wealth Management
Minnesota
$15K – – –
TSW
539
Thompson Siegel & Walmsley
Virginia
$15K – – –
TCM
540
Tradewinds Capital Management
Washington
$15K – – –
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$92 +2 +0.7%
TFA
542
Toth Financial Advisory
Virginia
$15K +$3.66K +80 +36%
AWG
543
Altus Wealth Group
Colorado
$15K +$13.8K +302 New
CT
544
Caldwell Trust
Florida
$14.7K – – –
HF
545
Halpern Financial
Virginia
$14.7K – – –
HCP
546
Hexagon Capital Partners
Arkansas
$14K – – –
HRC
547
Hoertkorn Richard Charles
$14K – – –
MA
548
MCF Advisors
Kentucky
$14K – – –
PK
549
Pflug Koory
Nebraska
$14K – – –
VNA
550
Valley National Advisers
Pennsylvania
$14K +$137 +3 +1%