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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
551
Annapolis Financial Services
Maryland
$27K
DWMG
552
DB Wealth Management Group
California
$27K
MAM
553
Marquette Asset Management
Minnesota
$27K
SWM
554
Sugarloaf Wealth Management
Georgia
$26K
WAS
555
Winch Advisory Services
Wisconsin
$26K +$209 +3 +0.9%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K
TFA
557
Toth Financial Advisory
Virginia
$25K +$3.49K +50 +17%
FP
558
Financial Perspectives
Minnesota
$24.7K +$7.19K +103 +43%
LPWM
559
Lake Point Wealth Management
Texas
$24K
PMFA
560
Plante Moran Financial Advisors
Michigan
$24K
O
561
Ossiam
France
$23K -$842K -12,066 -97%
SC
562
Schubert & Co
Texas
$23K +$21.9K +314 New
AP
563
Atwood & Palmer
Missouri
$22K
HCP
564
Hexagon Capital Partners
Arkansas
$22K
HWM
565
HighMark Wealth Management
Minnesota
$22K
SAM
566
Strategic Asset Management
Minnesota
$22K
TSW
567
Thompson Siegel & Walmsley
Virginia
$22K
BA
568
Bivin & Associates
Oklahoma
$22K +$21.2K +304 New
SFG
569
Steward Financial Group
Texas
$22K +$21.6K +309 New
CT
570
Caldwell Trust
Florida
$21.5K
HF
571
Halpern Financial
Virginia
$21.4K
FCT
572
First Community Trust
Iowa
$21.2K +$20.4K +293 New
Optiver Holding
573
Optiver Holding
Netherlands
$21K
PK
574
Pflug Koory
Nebraska
$21K
VNA
575
Valley National Advisers
Pennsylvania
$21K +$209 +3 +1%