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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
WP
526
WealthShield Partners
North Carolina
$36K +$33.5K +601 New
TPCW
527
TD Private Client Wealth
New York
$33.9K -$6.13K -110 -16%
SV
528
Stilwell Value
New York
$33K – – –
MFA
529
McClarren Financial Advisors
Pennsylvania
$33K +$334 +6 +1%
TFO
530
Tarbox Family Office
California
$32K – – –
HFM
531
Harvest Fund Management
China
$32K +$30.2K +541 New
GAM
532
Gemmer Asset Management
California
$31K +$1.67K +30 +6%
M
533
MOTCO
Texas
$30K -$19.9K -357 -42%
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$30K +$10.2K +183 +58%
RWB
535
RMR Wealth Builders
New Jersey
$30K +$28.2K +506 New
Kayne Anderson Rudnick Investment Management
536
Kayne Anderson Rudnick Investment Management
California
$29K – – –
PAI
537
Pittenger & Anderson Inc
Nebraska
$27K – – –
CI
538
CX Institutional
Indiana
$26K +$4.63K +83 +24%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$26K +$23.9K +429 New
FHA
540
First Horizon Advisors
Tennessee
$25K – – –
EP
541
Eudaimonia Partners
Tennessee
$25K +$223 +4 +1%
PFBT
542
Parkside Financial Bank & Trust
Missouri
$25K +$279 +5 +1%
CFO
543
CVA Family Office
Colorado
$25K +$23.4K +420 New
MG
544
MilWealth Group
Wisconsin
$24.6K – – –
HWA
545
HHM Wealth Advisors
Tennessee
$24K – – –
GWS
546
Glassman Wealth Services
Virginia
$24K +$613 +11 +3%
MWC
547
MBM Wealth Consultants
Missouri
$24K +$22.6K +405 New
AFS
548
Annapolis Financial Services
Maryland
$23K – – –
AWA
549
Arkadios Wealth Advisors
Georgia
$23K – – –
DWMG
550
DB Wealth Management Group
California
$23K – – –