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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
576
Principal Securities
Iowa
$125K -$30.3K -378 -21%
HBT
577
Hills Bank & Trust
Iowa
$121K – – –
LTI
578
Laffer Tengler Investments
Tennessee
$120K – – –
TH
579
TCTC Holdings
Texas
$119K – – –
CAL
580
Capital Analysts LLC
Pennsylvania
$119K – – –
JWA
581
JFS Wealth Advisors
Pennsylvania
$115K -$963 -12 -0.9%
GRP
582
Global Retirement Partners
California
$112K +$16.1K +201 +18%
QC
583
Quent Capital
New York
$110K +$7.38K +92 +8%
C
584
Covestor
United Kingdom
$108K -$1.52K -19 -2%
CAL
585
Capital Advisors Ltd
Ohio
$108K +$1.85K +23 +2%
CAM
586
Clarity Asset Management
Iowa
$105K +$241 +3 +0.2%
PP
587
Pingora Partners
Wyoming
$99.3K +$12K +150 +15%
CA
588
CoreCap Advisors
Michigan
$95.1K +$88.4K +1,102 New
DMBA
589
Deseret Mutual Benefit Administrators
Utah
$93.6K +$48.6K +606 +127%
LS
590
Livforsakringsbolaget Skandia
Sweden
$93.3K – – –
MCM
591
Manchester Capital Management
Vermont
$90.5K +$642 +8 +0.8%
DSC
592
Duncker Streett & Co
Missouri
$87.2K – – –
AWM
593
Avior Wealth Management
Nebraska
$86.1K +$8.83K +110 +12%
MCM
594
MV Capital Management
Maryland
$84.1K +$80 +1 +0.1%
BL
595
BFSG LLC
California
$82.7K +$6.26K +78 +9%
PB
596
Pinnacle Bancorp
Nebraska
$82.1K – – –
CFO
597
CVA Family Office
Colorado
$79.8K – – –
AF
598
Advisornet Financial
Minnesota
$78.2K -$37.2K -463 -34%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77.3K – – –
GWM
600
Geneos Wealth Management
Colorado
$77.1K -$803 -10 -1%
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24
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