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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
576
Symphony Financial
Texas
$259K -$11.7K -128 -4%
AI
577
Accredited Investors
Minnesota
$258K +$262K +2,866 New
XWL
578
XXI Wealth LLC
Illinois
$257K +$260K +2,847 New
OE
579
OFS Enterprise
Nebraska
$255K +$258K +2,827 New
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$255K +$8.23K +90 +3%
AR
581
Apeiron RIA
Texas
$251K +$254K +2,782 New
VAG
582
VisionPoint Advisory Group
Texas
$250K +$548 +6 +0.2%
HAG
583
HighPoint Advisor Group
Illinois
$249K -$762K -8,337 -75%
CI
584
CX Institutional
Indiana
$248K -$24.4K -267 -9%
CAM
585
Cidel Asset Management
Ontario, Canada
$248K +$40.3K +441 +19%
BP
586
Ballentine Partners
Massachusetts
$247K +$457 +5 +0.2%
1WA
587
180 Wealth Advisors
Washington
$246K -$8.32K -91 -3%
WW
588
Winnow Wealth
Texas
$246K +$2.56K +28 +1%
PFM
589
Patton Fund Management
Texas
$244K – – –
KC
590
Kinloch Capital
Virginia
$241K – – –
RBWA
591
RFG - Bristol Wealth Advisors
Massachusetts
$241K +$2.19K +24 +0.9%
SCA
592
Snowden Capital Advisors
New York
$240K +$244K +2,667 New
WP
593
Westmount Partners
California
$239K – – –
MK
594
MASTERINVEST Kapitalanlage
$238K – – –
IRAG
595
Investment Research & Advisory Group
Georgia
$238K – – –
LSPW
596
Lake Street Private Wealth
Illinois
$237K -$54.9K -601 -19%
TCWA
597
Turtle Creek Wealth Advisors
Texas
$235K +$12.2K +133 +5%
WPC
598
Wedmont Private Capital
Pennsylvania
$235K -$10.4K -114 -4%
TFGT
599
TS Financial Group (TSFG)
Illinois
$234K +$2.1K +23 +0.9%
S
600
SignatureFD
Georgia
$233K +$13.9K +152 +6%
22 23
24
25 26