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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Liberty Wealth Management
California
$21K
WAS
552
Winch Advisory Services
Wisconsin
$21K +$223 +4 +1%
PMFA
553
Plante Moran Financial Advisors
Michigan
$20K -$122K -2,189 -87%
JFGIW
554
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
Rockefeller Capital Management
555
Rockefeller Capital Management
New York
$19K -$22.7K -407 -56%
HWM
556
HighMark Wealth Management
Minnesota
$19K
OSNBOA
557
Old Second National Bank of Aurora
Illinois
$18K -$70.8K -1,271 -81%
AP
558
Atwood & Palmer
Missouri
$18K
TSW
559
Thompson Siegel & Walmsley
Virginia
$18K
TFA
560
Toth Financial Advisory
Virginia
$18K
CT
561
Caldwell Trust
Florida
$17.8K
HF
562
Halpern Financial
Virginia
$17.7K
HCP
563
Hexagon Capital Partners
Arkansas
$17K
MA
564
MCF Advisors
Kentucky
$17K
PK
565
Pflug Koory
Nebraska
$17K
VNA
566
Valley National Advisers
Pennsylvania
$17K +$167 +3 +1%
GEA
567
Glen Eagle Advisors
New Jersey
$16.2K
HRC
568
Hoertkorn Richard Charles
$16K
HFS
569
Horizon Financial Services
North Carolina
$16K
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$16K
LWA
571
Lenox Wealth Advisors
New York
$16K
TWM
572
Tradition Wealth Management
Minnesota
$15K +$56 +1 +0.4%
APWA
573
Atlas Private Wealth Advisors
New Jersey
$14K
LS
574
Leelyn Smith
Illinois
$14K
HPC
575
HM Payson & Co
Maine
$13K