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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
551
Miller Wealth Advisors
Colorado
$29K +$27.6K +396 New
AFS
552
Annapolis Financial Services
Maryland
$27K – – –
DWMG
553
DB Wealth Management Group
California
$27K – – –
MAM
554
Marquette Asset Management
Minnesota
$27K – – –
SWM
555
Sugarloaf Wealth Management
Georgia
$26K – – –
WAS
556
Winch Advisory Services
Wisconsin
$26K +$209 +3 +0.9%
FFG
557
Ford Financial Group
California
$26K +$25.5K +365 New
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K – – –
TFA
559
Toth Financial Advisory
Virginia
$25K +$3.49K +50 +17%
FP
560
Financial Perspectives
Minnesota
$24.7K +$7.19K +103 +43%
LPWM
561
Lake Point Wealth Management
Texas
$24K – – –
PMFA
562
Plante Moran Financial Advisors
Michigan
$24K – – –
O
563
Ossiam
France
$23K -$842K -12,066 -97%
SC
564
Schubert & Co
Texas
$23K +$21.9K +314 New
AP
565
Atwood & Palmer
Missouri
$22K – – –
HCP
566
Hexagon Capital Partners
Arkansas
$22K – – –
HWM
567
HighMark Wealth Management
Minnesota
$22K – – –
SAM
568
Strategic Asset Management
Minnesota
$22K – – –
TSW
569
Thompson Siegel & Walmsley
Virginia
$22K – – –
BA
570
Bivin & Associates
Oklahoma
$22K +$21.2K +304 New
SFG
571
Steward Financial Group
Texas
$22K +$21.6K +309 New
CT
572
Caldwell Trust
Florida
$21.5K – – –
HF
573
Halpern Financial
Virginia
$21.4K – – –
FCT
574
First Community Trust
Iowa
$21.2K +$20.4K +293 New
Optiver Holding
575
Optiver Holding
Netherlands
$21K – – –