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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FP
576
Financial Perspectives
Minnesota
$14.3K – – –
APWA
577
Atlas Private Wealth Advisors
New Jersey
$14K – – –
LS
578
Leelyn Smith
Illinois
$14K – – –
HPC
579
HM Payson & Co
Maine
$13K – – –
MFT
580
Moisand Fitzgerald Tamayo
Florida
$13K – – –
PCG
581
Private Capital Group
Connecticut
$13K – – –
SIM
582
Sonora Investment Management
Arizona
$13K – – –
SA
583
SRH Advisors
Kansas
$13K – – –
HWMA
584
Heritage Wealth Management (Arizona)
Arizona
$13K +$12.5K +225 New
ACA
585
Atlas Capital Advisors
Wyoming
$12.5K – – –
OAJ
586
Ogorek Anthony Joseph
New York
$12K -$2.23K -40 -16%
VCM
587
Versant Capital Management
Arizona
$12K -$1.73K -31 -13%
COCM
588
Charter Oak Capital Management
New Hampshire
$12K – – –
CFGS
589
Concourse Financial Group Securities
Alabama
$12K – – –
PCM
590
Peregrine Capital Management
Minnesota
$12K – – –
LC
591
Lindbrook Capital
California
$12K +$502 +9 +5%
AWM
592
Avior Wealth Management
Nebraska
$12K +$5.68K +102 +89%
ASBI
593
American State Bank (Iowa)
Iowa
$12K – – –
CTB
594
Country Trust Bank
Illinois
$11K -$2.12K -38 -17%
FHC
595
First Horizon Corporation
Tennessee
$11K – – –
ST
596
Smithfield Trust
Pennsylvania
$11K – – –
ZB
597
Zions Bancorporation
Utah
$11K +$1.34K +24 +16%
BBHC
598
Brown Brothers Harriman & Co
New York
$11K +$5.68K +102 +131%
PO
599
Private Ocean
California
$10K – – –
EFSCE
600
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$8.81K -158 -51%