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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
526
Fund Management at Engine No 1
California
$205K +$21.6K +255 +10%
SFG
527
Sather Financial Group
Texas
$205K – – –
DEA
528
DoubleLine ETF Adviser
Florida
$205K -$39.8K -469 -15%
AIP
529
Ameritas Investment Partners
Nebraska
$204K – – –
IWM
530
IHT Wealth Management
Illinois
$202K -$31.1K -366 -12%
RFA
531
Resurgent Financial Advisors
Georgia
$200K +$17.8K +210 +8%
ST
532
Sageworth Trust
Pennsylvania
$192K – – –
MWC
533
MBM Wealth Consultants
Missouri
$190K – – –
WT
534
Whittier Trust
California
$187K – – –
TFGT
535
TS Financial Group (TSFG)
Illinois
$184K – – –
PA
536
Parallel Advisors
California
$184K +$44.9K +529 +27%
WP
537
WealthPLAN Partners
Nebraska
$183K +$3.31K +39 +2%
S
538
SignatureFD
Georgia
$182K -$8.65K -102 -4%
DA
539
Denali Advisors
California
$181K -$167K -1,967 -45%
HI
540
Harbour Investments
Wisconsin
$175K +$31.1K +366 +18%
HNB
541
Huntington National Bank
Ohio
$161K +$21.1K +249 +13%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$160K -$11.3K -133 -6%
BC
543
Bartlett & Co
Ohio
$160K -$11.3K -133 -6%
QCG
544
Quadrant Capital Group
Ohio
$158K -$255 -3 -0.1%
AWM
545
Accel Wealth Management
Iowa
$145K +$27.4K +323 +20%
OIA
546
Optimum Investment Advisors
Illinois
$145K – – –
IAIM
547
International Assets Investment Management
Florida
$142K +$162K +1,908 New
SSC
548
Syverson Strege & Co
Iowa
$139K +$3.22K +38 +2%
WFA
549
West Financial Advisors
Iowa
$132K -$4.67K -55 -3%
SCM
550
Silvant Capital Management
Georgia
$130K – – –
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