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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
526
Wedge Capital Management
North Carolina
$244K -$35.3K -411 -12%
OPS
527
Orion Portfolio Solutions
Nebraska
$241K +$247K +2,876 New
SNB
528
Security National Bank
Nebraska
$235K -$9.44K -110 -4%
JWCA
529
J.W. Cole Advisors
Florida
$233K +$172 +2 +0.1%
SFG
530
Sather Financial Group
Texas
$231K +$236K +2,754 New
LIM
531
Leavell Investment Management
Alabama
$229K +$234K +2,730 New
VAG
532
VisionPoint Advisory Group
Texas
$229K +$211K +2,462 New
SYBT
533
Stock Yards Bank & Trust
Kentucky
$228K +$233K +2,716 New
WIM
534
WealthPlan Investment Management
Nebraska
$226K +$257 +3 +0.1%
TAM
535
Trust Asset Management
Texas
$224K +$229K +2,673 New
WP
536
WealthPLAN Partners
Nebraska
$223K +$208K +2,427 New
MAS
537
Meeder Advisory Services
Ohio
$223K +$228K +2,655 New
BJL
538
Brighton Jones LLC
Washington
$220K +$225K +2,627 New
FNT
539
First National Trust
Pennsylvania
$219K +$224K +2,606 New
CT
540
Chicago Trust
Illinois
$218K -$214K -2,500 -49%
PA
541
Profund Advisors
Maryland
$217K +$222K +2,586 New
RIL
542
Rothschild Investment LLC
Illinois
$217K +$221K +2,580 New
MNBTD
543
Moody National Bank Trust Division
Texas
$217K +$221K +2,582 New
AWM
544
Axxcess Wealth Management
California
$216K +$221K +2,578 New
ST
545
Sageworth Trust
Pennsylvania
$216K – – –
WB
546
WesBanco Bank
West Virginia
$215K +$219K +2,557 New
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$219K +2,553 New
S
548
SignatureFD
Georgia
$214K -$1.2K -14 -0.5%
ATPW
549
Ashton Thomas Private Wealth
Arizona
$213K +$218K +2,541 New
CFB
550
Cullen/Frost Bankers
Texas
$212K – – –
20 21
22
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