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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FP
551
Financial Perspectives
Minnesota
$13.1K +$13K +238 New
AWM
552
Avior Wealth Management
Nebraska
$13K -$13.1K -239 -50%
TFO
553
Tarbox Family Office
California
$12K -$1.48K -27 -11%
HI
554
Human Investing
Oregon
$12K
MFT
555
Moisand Fitzgerald Tamayo
Florida
$12K
SIM
556
Sonora Investment Management
Arizona
$12K
SA
557
SRH Advisors
Kansas
$12K
MAM
558
Meeder Asset Management
Ohio
$11K +$712 +13 +7%
WTC
559
WhitTier Trust Company
Nevada
$11K +$3.56K +65 +51%
CFGS
560
Concourse Financial Group Securities
Alabama
$11K +$8.81K +161 +343%
SSB
561
Sandy Spring Bank
Maryland
$10K -$5.47K -100 -36%
CTB
562
Country Trust Bank
Illinois
$10K
HPC
563
HM Payson & Co
Maine
$10K
LPWM
564
Lake Point Wealth Management
Texas
$10K +$10.3K +189 New
MAM
565
Marquette Asset Management
Minnesota
$9K
PO
566
Private Ocean
California
$9K
WPA
567
West Paces Advisors
Georgia
$8.41K
CI
568
CX Institutional
Indiana
$8K -$966K -17,650 -99%
DAM
569
Delta Asset Management
Tennessee
$8K
LWM
570
Lenox Wealth Management
Ohio
$8K +$7.88K +144 New
LWM
571
Lionsbridge Wealth Management
Florida
$8K +$8.87K +162 New
FPB
572
First PREMIER Bank
South Dakota
$7K
IRC
573
Investors Research Corp
Georgia
$7K
HI
574
Hudock Inc
Pennsylvania
$7K +$109 +2 +1%
BWA
575
BDO Wealth Advisors
Florida
$6K