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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
526
Ameritas Investment Partners
Nebraska
$245K -$16.6K -194 -7%
WCM
527
Wedge Capital Management
North Carolina
$244K -$35.3K -411 -12%
OPS
528
Orion Portfolio Solutions
Nebraska
$241K +$247K +2,876 New
SNB
529
Security National Bank
Nebraska
$235K -$9.44K -110 -4%
JWCA
530
J.W. Cole Advisors
Florida
$233K +$172 +2 +0.1%
SFG
531
Sather Financial Group
Texas
$231K +$236K +2,754 New
LIM
532
Leavell Investment Management
Alabama
$229K +$234K +2,730 New
VAG
533
VisionPoint Advisory Group
Texas
$229K +$211K +2,462 New
SYBT
534
Stock Yards Bank & Trust
Kentucky
$228K +$233K +2,716 New
WIM
535
WealthPlan Investment Management
Nebraska
$226K +$257 +3 +0.1%
TAM
536
Trust Asset Management
Texas
$224K +$229K +2,673 New
WP
537
WealthPLAN Partners
Nebraska
$223K +$208K +2,427 New
MAS
538
Meeder Advisory Services
Ohio
$223K +$228K +2,655 New
BJL
539
Brighton Jones LLC
Washington
$220K +$225K +2,627 New
FNT
540
First National Trust
Pennsylvania
$219K +$224K +2,606 New
CT
541
Chicago Trust
Illinois
$218K -$214K -2,500 -49%
PA
542
Profund Advisors
Maryland
$217K +$222K +2,586 New
RIL
543
Rothschild Investment LLC
Illinois
$217K +$221K +2,580 New
MNBTD
544
Moody National Bank Trust Division
Texas
$217K +$221K +2,582 New
AWM
545
Axxcess Wealth Management
California
$216K +$221K +2,578 New
ST
546
Sageworth Trust
Pennsylvania
$216K – – –
WB
547
WesBanco Bank
West Virginia
$215K +$219K +2,557 New
PFGIA
548
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$219K +2,553 New
S
549
SignatureFD
Georgia
$214K -$1.2K -14 -0.5%
ATPW
550
Ashton Thomas Private Wealth
Arizona
$213K +$218K +2,541 New
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