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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
551
Lloyd Advisory Services
Georgia
$15K +$6.71K +105 +77%
HWMA
552
Heritage Wealth Management (Arizona)
Arizona
$14K – – –
PCG
553
Private Capital Group
Connecticut
$14K – – –
BBHC
554
Brown Brothers Harriman & Co
New York
$14K +$2.81K +44 +24%
ACA
555
Atlas Capital Advisors
Wyoming
$13.1K – – –
HPC
556
HM Payson & Co
Maine
$13K -$192 -3 -1%
COCM
557
Charter Oak Capital Management
New Hampshire
$13K – – –
LC
558
Lindbrook Capital
California
$13K – – –
MFT
559
Moisand Fitzgerald Tamayo
Florida
$13K – – –
OAJ
560
Ogorek Anthony Joseph
New York
$13K – – –
PCM
561
Peregrine Capital Management
Minnesota
$13K – – –
SIM
562
Sonora Investment Management
Arizona
$13K – – –
SA
563
SRH Advisors
Kansas
$13K – – –
AWM
564
Avior Wealth Management
Nebraska
$13K +$128 +2 +0.9%
ASBI
565
American State Bank (Iowa)
Iowa
$12.6K – – –
CFGS
566
Concourse Financial Group Securities
Alabama
$12K – – –
FHC
567
First Horizon Corporation
Tennessee
$12K – – –
ST
568
Smithfield Trust
Pennsylvania
$12K – – –
SMG
569
Spectrum Management Group
Indiana
$12K +$12K +188 New
LPWM
570
Lake Point Wealth Management
Texas
$12K +$12.1K +189 New
ZB
571
Zions Bancorporation
Utah
$11K +$192 +3 +2%
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.41K +22 +15%
SIM
573
Sentry Investment Management
Wisconsin
$10K -$152K -2,382 -94%
DAM
574
Delta Asset Management
Tennessee
$10K – – –
PO
575
Private Ocean
California
$10K – – –
21 22
23
24 25