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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
576
Annapolis Financial Services
Maryland
$25K – – –
DWMG
577
DB Wealth Management Group
California
$25K – – –
MAM
578
Marquette Asset Management
Minnesota
$25K – – –
HCP
579
Hexagon Capital Partners
Arkansas
$25K +$4.71K +67 +22%
SWM
580
Sugarloaf Wealth Management
Georgia
$24K – – –
WAS
581
Winch Advisory Services
Wisconsin
$24K +$281 +4 +1%
HFS
582
Heritage Financial Services
Massachusetts
$24K +$26K +369 New
WAM
583
WFA Asset Management
Wisconsin
$23.6K -$9.5K -135 -28%
TFA
584
Toth Financial Advisory
Virginia
$23K – – –
SC
585
Schubert & Co
Texas
$23K +$2.39K +34 +11%
FP
586
Financial Perspectives
Minnesota
$22.8K – – –
SFG
587
Steward Financial Group
Texas
$22K +$1.62K +23 +7%
CT
588
Caldwell Trust
Florida
$21.5K +$1.76K +25 +8%
HWM
589
HighMark Wealth Management
Minnesota
$21K – – –
SAM
590
Strategic Asset Management
Minnesota
$21K – – –
PCA
591
Providence Capital Advisors
North Carolina
$21K +$18.8K +267 +504%
DA
592
Denali Advisors
California
$20K -$21.1K -300 -50%
AP
593
Atwood & Palmer
Missouri
$20K – – –
BA
594
Bivin & Associates
Oklahoma
$20K – – –
FCT
595
First Community Trust
Iowa
$20K – – –
JPLA
596
Joseph P. Lucia & Associates
New York
$20K – – –
OSNBOA
597
Old Second National Bank of Aurora
Illinois
$20K – – –
TSW
598
Thompson Siegel & Walmsley
Virginia
$20K – – –
VNA
599
Valley National Advisers
Pennsylvania
$20K +$211 +3 +1%
BTI
600
Blue Trust Inc
Georgia
$20K +$18.8K +267 New
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