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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$354K +$96.9K +954 +41%
SF
552
Symphony Financial
Texas
$346K +$30.5K +300 +10%
NB
553
Nicolet Bankshares
Wisconsin
$343K – – –
VFA
554
Valeo Financial Advisors
Indiana
$343K +$4.06K +40 +1%
SVWAG
555
Sound View Wealth Advisors Group
Georgia
$343K -$5.69K -56 -2%
MHB
556
Midwest Heritage Bank
Iowa
$341K +$1.32K +13 +0.4%
MA
557
Mutual Advisors
Nebraska
$341K -$1.42K -14 -0.4%
ATPW
558
Ashton Thomas Private Wealth
Arizona
$341K -$5.79K -57 -2%
SCP
559
Sivia Capital Partners
California
$341K – – –
AFG
560
Atomi Financial Group
New York
$340K +$8.02K +79 +3%
AAS
561
Ameritas Advisory Services
Nebraska
$339K -$6.29K -62 -2%
CTA
562
Chesley Taft & Associates
Illinois
$337K -$7.72K -76 -2%
BCI
563
Brinker Capital Investments
Pennsylvania
$335K -$59.6K -587 -16%
AWM
564
Adams Wealth Management
Utah
$333K -$3.65K -36 -1%
CI
565
CacheTech Inc
Utah
$333K -$3.65K -36 -1%
CPBTD
566
Central Pacific Bank - Trust Division
Hawaii
$332K -$27.6K -272 -8%
PLFS
567
Provident Living Financial Services
Utah
$328K -$34K -335 -10%
WS
568
Wedbush Securities
California
$327K -$1.01K -10 -0.3%
SFP
569
Shepherd Financial Partners
Massachusetts
$326K +$1.42K +14 +0.5%
LIM
570
Leavell Investment Management
Alabama
$326K – – –
GMA
571
Glassy Mountain Advisors
Maryland
$323K – – –
SNBOSD
572
Security National Bank of So Dak
Iowa
$323K – – –
BB
573
Busey Bank
Illinois
$312K -$5.28K -52 -2%
WPC
574
Wedmont Private Capital
Pennsylvania
$311K +$28.3K +279 +11%
S
575
SignatureFD
Georgia
$311K +$30.7K +302 +12%
21 22
23
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