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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
551
Valley National Advisers
Pennsylvania
$15K +$165 +3 +1%
EFSCE
552
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.1K +20 +8%
PFBT
553
Parkside Financial Bank & Trust
Missouri
$15K +$4.35K +79 +42%
NCM
554
Next Capital Management
New York
$15K +$14.1K +256 New
NIM
555
NuWave Investment Management
New Jersey
$14K -$18.4K -334 -59%
CWA
556
Clarus Wealth Advisors
Arizona
$14K – – –
WCM
557
Whitener Capital Management
North Carolina
$14K – – –
TFO
558
Tarbox Family Office
California
$14K +$2.7K +49 +26%
HI
559
Human Investing
Oregon
$13K – – –
CFGS
560
Concourse Financial Group Securities
Alabama
$12K – – –
MFT
561
Moisand Fitzgerald Tamayo
Florida
$12K – – –
SIM
562
Sonora Investment Management
Arizona
$12K – – –
SA
563
SRH Advisors
Kansas
$12K – – –
DWM
564
Doyle Wealth Management
Florida
$12K +$11K +200 New
CTB
565
Country Trust Bank
Illinois
$11K – – –
MAM
566
Marquette Asset Management
Minnesota
$10K – – –
SSB
567
Sandy Spring Bank
Maryland
$10K – – –
MAM
568
Meeder Asset Management
Ohio
$10K +$9.31K +169 New
HPC
569
HM Payson & Co
Maine
$10K +$9.92K +180 New
BFEC
570
Benjamin F. Edwards & Company
Missouri
$9K -$14.9K -271 -63%
DAM
571
Delta Asset Management
Tennessee
$9K – – –
PO
572
Private Ocean
California
$9K – – –
GI
573
Gradient Investments
Minnesota
$9K +$8.21K +149 New
MA
574
MUFG Americas
New York
$9K +$8.76K +159 New
WPA
575
West Paces Advisors
Georgia
$8.86K – – –
21 22
23
24 25