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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
526
Ten Capital Wealth Advisors
Washington
$114K – – –
JFA
527
JNBA Financial Advisors
Minnesota
$113K – – –
SCA
528
Stonebridge Capital Advisors
Minnesota
$113K – – –
MWC
529
MBM Wealth Consultants
Missouri
$106K +$27.4K +382 +37%
DMBA
530
Deseret Mutual Benefit Administrators
Utah
$105K -$27.4K -381 -21%
CTC
531
Central Trust Company
Missouri
$103K – – –
HBT
532
Hills Bank & Trust
Iowa
$101K +$101K +1,402 New
LTI
533
Laffer Tengler Investments
Tennessee
$100K – – –
CAL
534
Capital Analysts LLC
Pennsylvania
$100K – – –
TH
535
TCTC Holdings
Texas
$99K – – –
JWA
536
JFS Wealth Advisors
Pennsylvania
$97K +$3.16K +44 +3%
SIM
537
Sentry Investment Management
Wisconsin
$96K -$23.9K -333 -20%
QC
538
Quent Capital
New York
$96K +$36.6K +510 +62%
FCA
539
FinTrust Capital Advisors
South Carolina
$95K -$31.5K -439 -27%
T
540
TOBAM
France
$94K -$68.7K -956 -42%
IHWM
541
Iron Horse Wealth Management
Iowa
$92K -$192K -2,676 -68%
AF
542
Advisornet Financial
Minnesota
$92K +$3.59K +50 +4%
AWM
543
Ameliora Wealth Management
Switzerland
$91K +$86.1K +1,199 New
SOW
544
State of Wyoming
Wyoming
$91K +$90.1K +1,255 New
C
545
Covestor
United Kingdom
$89K -$19.3K -269 -18%
CCM
546
Covington Capital Management
California
$89K – – –
BFEC
547
Benjamin F. Edwards & Company
Missouri
$87K +$44.5K +620 +106%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K – – –
HIA
549
Harbor Investment Advisory
Maryland
$78K – – –
TWA
550
TCI Wealth Advisors
Arizona
$76K -$14.7K -205 -16%
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