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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Sugarloaf Wealth Management
Georgia
$22K – – –
MAM
552
Marquette Asset Management
Minnesota
$22K +$11.1K +200 +119%
AIM
553
Anchor Investment Management
South Carolina
$21.8K – – –
LWM
554
Liberty Wealth Management
California
$21K – – –
WAS
555
Winch Advisory Services
Wisconsin
$21K +$223 +4 +1%
PMFA
556
Plante Moran Financial Advisors
Michigan
$20K -$122K -2,189 -87%
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
Rockefeller Capital Management
558
Rockefeller Capital Management
New York
$19K -$22.7K -407 -56%
HWM
559
HighMark Wealth Management
Minnesota
$19K – – –
OSNBOA
560
Old Second National Bank of Aurora
Illinois
$18K -$70.8K -1,271 -81%
AP
561
Atwood & Palmer
Missouri
$18K – – –
TSW
562
Thompson Siegel & Walmsley
Virginia
$18K – – –
TFA
563
Toth Financial Advisory
Virginia
$18K – – –
CT
564
Caldwell Trust
Florida
$17.8K – – –
HF
565
Halpern Financial
Virginia
$17.7K – – –
HCP
566
Hexagon Capital Partners
Arkansas
$17K – – –
MA
567
MCF Advisors
Kentucky
$17K – – –
PK
568
Pflug Koory
Nebraska
$17K – – –
VNA
569
Valley National Advisers
Pennsylvania
$17K +$167 +3 +1%
GEA
570
Glen Eagle Advisors
New Jersey
$16.2K – – –
HRC
571
Hoertkorn Richard Charles
$16K – – –
HFS
572
Horizon Financial Services
North Carolina
$16K – – –
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
LWA
574
Lenox Wealth Advisors
New York
$16K – – –
TWM
575
Tradition Wealth Management
Minnesota
$15K +$56 +1 +0.4%