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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
576
Compass Financial Services
Iowa
$88.5K +$96.3K +1,143 New
RFS
577
Richardson Financial Services
Massachusetts
$86.5K -$26.1K -310 -22%
OW
578
Olistico Wealth
Oklahoma
$86.4K +$927 +11 +1%
CA
579
CoreCap Advisors
Michigan
$85.3K -$5.31K -63 -5%
DMBA
580
Deseret Mutual Benefit Administrators
Utah
$83.4K – – –
CFB
581
Cullen/Frost Bankers
Texas
$82.4K -$15.9K -189 -15%
AWM
582
Avior Wealth Management
Nebraska
$81.1K -$421 -5 -0.5%
WBC
583
Westpac Banking Corp
Australia
$79.7K – – –
CFO
584
CVA Family Office
Colorado
$78.5K +$1.85K +22 +2%
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78.5K – – –
DSC
586
Duncker Streett & Co
Missouri
$78.2K – – –
PP
587
Pingora Partners
Wyoming
$77.4K – – –
PB
588
Pinnacle Bancorp
Nebraska
$73.6K – – –
QL
589
Quarry LP
New York
$73.4K +$79.9K +948 New
CHC
590
City Holding Co
West Virginia
$70.3K +$16.9K +200 +28%
TH
591
TCTC Holdings
Texas
$67.7K – – –
GM
592
GeoWealth Management
Illinois
$67.3K -$5.06K -60 -6%
FCAS
593
First Command Advisory Services
Texas
$66.9K +$19.9K +236 +38%
TFM
594
TFC Financial Management
Massachusetts
$65K – – –
FCT
595
First Community Trust
Iowa
$63.2K – – –
SIM
596
Sentry Investment Management
Wisconsin
$63K +$68.8K +816 New
MFA
597
McClarren Financial Advisors
Pennsylvania
$62K – – –
OP
598
ORG Partners
Indiana
$61.4K +$169 +2 +0.3%
PFPT
599
Pinnacle Financial Partners (Tennessee)
Tennessee
$57K – – –
CCA
600
Catalyst Capital Advisors
New York
$56.2K -$86.9K -1,031 -59%
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