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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lenox Wealth Advisors
New York
$14K – – –
FP
552
Financial Perspectives
Minnesota
$13.1K +$13K +238 New
AWM
553
Avior Wealth Management
Nebraska
$13K -$13.1K -239 -50%
LS
554
Leelyn Smith
Illinois
$13K +$12.8K +234 New
TFO
555
Tarbox Family Office
California
$12K -$1.48K -27 -11%
HI
556
Human Investing
Oregon
$12K – – –
MFT
557
Moisand Fitzgerald Tamayo
Florida
$12K – – –
SIM
558
Sonora Investment Management
Arizona
$12K – – –
SA
559
SRH Advisors
Kansas
$12K – – –
MAM
560
Meeder Asset Management
Ohio
$11K +$712 +13 +7%
WTC
561
WhitTier Trust Company
Nevada
$11K +$3.56K +65 +51%
CFGS
562
Concourse Financial Group Securities
Alabama
$11K +$8.81K +161 +343%
SSB
563
Sandy Spring Bank
Maryland
$10K -$5.47K -100 -36%
CTB
564
Country Trust Bank
Illinois
$10K – – –
HPC
565
HM Payson & Co
Maine
$10K – – –
LPWM
566
Lake Point Wealth Management
Texas
$10K +$10.3K +189 New
MAM
567
Marquette Asset Management
Minnesota
$9K – – –
PO
568
Private Ocean
California
$9K – – –
WPA
569
West Paces Advisors
Georgia
$8.41K – – –
CI
570
CX Institutional
Indiana
$8K -$966K -17,650 -99%
DAM
571
Delta Asset Management
Tennessee
$8K – – –
LWM
572
Lenox Wealth Management
Ohio
$8K +$7.88K +144 New
LWM
573
Lionsbridge Wealth Management
Florida
$8K +$8.87K +162 New
FPB
574
First PREMIER Bank
South Dakota
$7K – – –
IRC
575
Investors Research Corp
Georgia
$7K – – –