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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
576
Pflug Koory
Nebraska
$21K – – –
VNA
577
Valley National Advisers
Pennsylvania
$21K +$209 +3 +1%
LWA
578
Lenox Wealth Advisors
New York
$21K +$1.95K +28 +10%
HRC
579
Hoertkorn Richard Charles
$20K – – –
KTC
580
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
IFAM
581
Institutional & Family Asset Management
Colorado
$19K -$76.8K -1,100 -81%
RIM
582
Rockbridge Investment Management
New York
$19K – – –
TWM
583
Tradition Wealth Management
Minnesota
$19K +$140 +2 +0.8%
CFGS
584
Concourse Financial Group Securities
Alabama
$19K +$17.9K +257 New
AWM
585
Avior Wealth Management
Nebraska
$18K -$16.9K -242 -48%
ZIG
586
Zullo Investment Group
Pennsylvania
$17K +$16.4K +235 New
LFG
587
Leverty Financial Group
Wisconsin
$17K +$17.2K +247 New
BBHC
588
Brown Brothers Harriman & Co
New York
$16K – – –
PCG
589
Private Capital Group
Connecticut
$16K – – –
HC
590
Hoese & Co
Minnesota
$16K +$8.65K +124 +124%
CSWM
591
Cassady Schiller Wealth Management
Ohio
$16K +$15.8K +227 New
ACA
592
Atlas Capital Advisors
Wyoming
$15K – – –
LC
593
Lindbrook Capital
California
$15K – – –
MFT
594
Moisand Fitzgerald Tamayo
Florida
$15K – – –
OSNBOA
595
Old Second National Bank of Aurora
Illinois
$15K – – –
SA
596
SRH Advisors
Kansas
$15K – – –
ASBI
597
American State Bank (Iowa)
Iowa
$14.5K – – –
ZB
598
Zions Bancorporation
Utah
$14K -$15.6K -223 -53%
ACM
599
Antonetti Capital Management
Florida
$14K – – –
COCM
600
Charter Oak Capital Management
New Hampshire
$14K – – –
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