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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
526
DB Wealth Management Group
California
$19K +$17.3K +377 New
AFS
527
Annapolis Financial Services
Maryland
$19K +$17.4K +379 New
RPWA
528
Regent Peak Wealth Advisors
Georgia
$19K +$18K +393 New
AIM
529
Anchor Investment Management
South Carolina
$18.1K
SWM
530
Sugarloaf Wealth Management
Georgia
$18K
WAS
531
Winch Advisory Services
Wisconsin
$17K -$4.17K -91 -21%
JFGIW
532
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K
CI
533
CX Institutional
Indiana
$17K +$5.59K +122 +53%
CCA
534
Childress Capital Advisors
Texas
$17K +$15.5K +338 New
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$16K +$14.3K +313 New
AP
536
Atwood & Palmer
Missouri
$15K
HWM
537
HighMark Wealth Management
Minnesota
$15K
TSW
538
Thompson Siegel & Walmsley
Virginia
$15K
TCM
539
Tradewinds Capital Management
Washington
$15K
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$92 +2 +0.7%
TFA
541
Toth Financial Advisory
Virginia
$15K +$3.66K +80 +36%
AWG
542
Altus Wealth Group
Colorado
$15K +$13.8K +302 New
CT
543
Caldwell Trust
Florida
$14.7K
HF
544
Halpern Financial
Virginia
$14.7K
HCP
545
Hexagon Capital Partners
Arkansas
$14K
HRC
546
Hoertkorn Richard Charles
$14K
MA
547
MCF Advisors
Kentucky
$14K
PK
548
Pflug Koory
Nebraska
$14K
VNA
549
Valley National Advisers
Pennsylvania
$14K +$137 +3 +1%
GEA
550
Glen Eagle Advisors
New Jersey
$13.4K