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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
551
Wellspring Financial Advisors
Ohio
$276K +$264K +3,128 New
AWM
552
Adams Wealth Management
Utah
$276K -$48K -569 -15%
CI
553
CacheTech Inc
Utah
$276K -$48K -569 -15%
RG
554
Renaissance Group
Kentucky
$274K +$4.3K +51 +2%
SF
555
Symphony Financial
Texas
$268K +$255K +3,022 New
RT
556
Rockland Trust
Massachusetts
$267K – – –
CI
557
CX Institutional
Indiana
$267K +$17.3K +205 +7%
SFP
558
Shepherd Financial Partners
Massachusetts
$265K +$253 +3 +0.1%
CPBTD
559
Central Pacific Bank - Trust Division
Hawaii
$265K -$25.2K -298 -9%
GMA
560
Glassy Mountain Advisors
Maryland
$265K – – –
SNBOSD
561
Security National Bank of So Dak
Iowa
$265K – – –
BCM
562
Brookstone Capital Management
Illinois
$263K -$3.21K -38 -1%
VFA
563
Valeo Financial Advisors
Indiana
$261K +$20.5K +243 +9%
BC
564
Burney Company
Virginia
$261K +$928 +11 +0.4%
HSA
565
HBK Sorce Advisory
Pennsylvania
$261K +$227K +2,684 New
GIA
566
Gateway Investment Advisers
Ohio
$260K +$249K +2,946 New
MA
567
Mutual Advisors
Nebraska
$257K +$10.9K +129 +5%
BB
568
Busey Bank
Illinois
$256K – – –
IPWA
569
International Private Wealth Advisors
California
$255K +$2.79K +33 +1%
WI
570
WBI Investments
New Jersey
$254K +$243K +2,883 New
NW
571
NewEdge Wealth
Pennsylvania
$251K +$240K +2,848 New
NB
572
Nicolet Bankshares
Wisconsin
$251K – – –
1WA
573
180 Wealth Advisors
Washington
$249K -$26.8K -318 -10%
AFG
574
Atomi Financial Group
New York
$248K +$27.6K +327 +13%
PNC
575
Park National Corp
Ohio
$245K -$591 -7 -0.3%
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