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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
576
Kera Capital Partners
California
$262K +$44.7K +489 +20%
SF
577
Symphony Financial
Texas
$259K -$11.7K -128 -4%
AI
578
Accredited Investors
Minnesota
$258K +$262K +2,866 New
XWL
579
XXI Wealth LLC
Illinois
$257K +$260K +2,847 New
OE
580
OFS Enterprise
Nebraska
$255K +$258K +2,827 New
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$255K +$8.23K +90 +3%
AR
582
Apeiron RIA
Texas
$251K +$254K +2,782 New
VAG
583
VisionPoint Advisory Group
Texas
$250K +$548 +6 +0.2%
HAG
584
HighPoint Advisor Group
Illinois
$249K -$762K -8,337 -75%
CI
585
CX Institutional
Indiana
$248K -$24.4K -267 -9%
CAM
586
Cidel Asset Management
Ontario, Canada
$248K +$40.3K +441 +19%
BP
587
Ballentine Partners
Massachusetts
$247K +$457 +5 +0.2%
1WA
588
180 Wealth Advisors
Washington
$246K -$8.32K -91 -3%
WW
589
Winnow Wealth
Texas
$246K +$2.56K +28 +1%
PFM
590
Patton Fund Management
Texas
$244K – – –
KC
591
Kinloch Capital
Virginia
$241K – – –
RBWA
592
RFG - Bristol Wealth Advisors
Massachusetts
$241K +$2.19K +24 +0.9%
SCA
593
Snowden Capital Advisors
New York
$240K +$244K +2,667 New
WP
594
Westmount Partners
California
$239K – – –
MK
595
MASTERINVEST Kapitalanlage
$238K – – –
IRAG
596
Investment Research & Advisory Group
Georgia
$238K – – –
LSPW
597
Lake Street Private Wealth
Illinois
$237K -$54.9K -601 -19%
TCWA
598
Turtle Creek Wealth Advisors
Texas
$235K +$12.2K +133 +5%
WPC
599
Wedmont Private Capital
Pennsylvania
$235K -$10.4K -114 -4%
TFGT
600
TS Financial Group (TSFG)
Illinois
$234K +$2.1K +23 +0.9%
22 23
24
25 26