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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
576
Moisand Fitzgerald Tamayo
Florida
$13K – – –
PCG
577
Private Capital Group
Connecticut
$13K – – –
SIM
578
Sonora Investment Management
Arizona
$13K – – –
SA
579
SRH Advisors
Kansas
$13K – – –
HWMA
580
Heritage Wealth Management (Arizona)
Arizona
$13K +$12.5K +225 New
ACA
581
Atlas Capital Advisors
Wyoming
$12.5K – – –
OAJ
582
Ogorek Anthony Joseph
New York
$12K -$2.23K -40 -16%
VCM
583
Versant Capital Management
Arizona
$12K -$1.73K -31 -13%
COCM
584
Charter Oak Capital Management
New Hampshire
$12K – – –
CFGS
585
Concourse Financial Group Securities
Alabama
$12K – – –
PCM
586
Peregrine Capital Management
Minnesota
$12K – – –
LC
587
Lindbrook Capital
California
$12K +$502 +9 +5%
AWM
588
Avior Wealth Management
Nebraska
$12K +$5.68K +102 +89%
ASBI
589
American State Bank (Iowa)
Iowa
$12K – – –
CTB
590
Country Trust Bank
Illinois
$11K -$2.12K -38 -17%
FHC
591
First Horizon Corporation
Tennessee
$11K – – –
ST
592
Smithfield Trust
Pennsylvania
$11K – – –
ZB
593
Zions Bancorporation
Utah
$11K +$1.34K +24 +16%
PO
594
Private Ocean
California
$10K – – –
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$8.81K -158 -51%
SLF
596
Sun Life Financial
Ontario, Canada
$9K -$111 -2 -1%
DAM
597
Delta Asset Management
Tennessee
$9K – – –
HS
598
Horan Securities
United States
$9K +$2.23K +40 +36%
FPW
599
Flagship Private Wealth
Massachusetts
$8.6K – – –
IRC
600
Investors Research Corp
Georgia
$8K – – –
22 23
24
25 26