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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
551
Security National Bank
Nebraska
$236K – – –
BP
552
Ballentine Partners
Massachusetts
$236K +$2.25K +27 +1%
PNC
553
Park National Corp
Ohio
$235K – – –
SAG
554
SageView Advisory Group
California
$234K -$11.7K -141 -5%
EFS
555
Essex Financial Services
Connecticut
$231K -$250 -3 -0.1%
BFG
556
Beacon Financial Group
Texas
$230K -$98.5K -1,184 -30%
P
557
Pitcairn
Pennsylvania
$229K -$1.25K -15 -0.5%
N
558
Numerai
California
$228K -$110K -1,321 -33%
HSA
559
HBK Sorce Advisory
Pennsylvania
$228K -$2.25K -27 -1%
AIP
560
Arrowpoint Investment Partners
Singapore
$228K +$225K +2,700 New
LIM
561
Leavell Investment Management
Alabama
$227K – – –
WP
562
Westmount Partners
California
$227K – – –
WPC
563
Wedmont Private Capital
Pennsylvania
$226K +$3.99K +48 +2%
KC
564
Kinloch Capital
Virginia
$226K – – –
GIA
565
Gladstone Institutional Advisory
Florida
$225K +$222K +2,669 New
PA
566
Prossimo Advisors
California
$225K -$1.83K -22 -0.8%
BBA
567
Baader Bank Aktiengesellschaft
Germany
$223K +$220K +2,647 New
BS
568
Banco Santander
Spain
$223K +$219K +2,639 New
GA
569
Goldstein Advisors
Wisconsin
$222K +$219K +2,637 New
CAM
570
Cidel Asset Management
Ontario, Canada
$222K – – –
JFG
571
Jefferies Financial Group
New York
$220K +$217K +2,603 New
WW
572
Winnow Wealth
Texas
$219K +$2.08K +25 +1%
WT
573
Whittier Trust
California
$219K -$7.74K -93 -3%
ST
574
Sageworth Trust
Pennsylvania
$217K +$214K +2,577 New
FNT
575
First Nebraska Trust
Nebraska
$215K +$212K +2,549 New
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