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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
526
Exchange Traded Concepts
Oklahoma
$91K +$89.3K +1,233 New
GAM
527
Gemmer Asset Management
California
$90K – – –
T
528
TOBAM
France
$89K +$88K +1,216 New
JFA
529
JNBA Financial Advisors
Minnesota
$88K – – –
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K -$19.6K -271 -19%
HIA
531
Harbor Investment Advisory
Maryland
$79K – – –
SIA
532
Sit Investment Associates
Minnesota
$79K – – –
M
533
MOTCO
Texas
$73K – – –
MCM
534
Manchester Capital Management
Vermont
$73K +$2.61K +36 +4%
MWC
535
MBM Wealth Consultants
Missouri
$73K +$20.3K +280 +39%
DCM
536
Dupont Capital Management
Delaware
$70K -$15.6K -215 -18%
FFC
537
First Financial Corp
Indiana
$70K – – –
PB
538
Pinnacle Bancorp
Nebraska
$70K – – –
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K +$40.9K +565 +167%
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.05K +56 +7%
LFA
541
Level Financial Advisors
New York
$64K – – –
DGAM
542
Desjardins Global Asset Management
Quebec, Canada
$61K -$3.76K -52 -6%
DHGWA
543
Dixon Hughes Goodman Wealth Advisors
North Carolina
$59K -$145 -2 -0.2%
FPS
544
Fieldpoint Private Securities
Connecticut
$58K -$15.6K -216 -21%
PAG
545
Paladin Advisory Group
Iowa
$57K +$56.7K +783 New
CFO
546
CVA Family Office
Colorado
$55K +$12.3K +170 +29%
SC
547
Stephens Consulting
Michigan
$53.2K – – –
APA
548
American Portfolios Advisors
New York
$53.1K +$5.36K +74 +11%
TFS
549
TrustCore Financial Services
Tennessee
$53K – – –
QC
550
Quent Capital
New York
$52K +$72 +1 +0.1%
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