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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
601
Whittier Trust
California
$281K – – –
GLA
602
Great Lakes Advisors
Illinois
$279K +$263K +2,593 New
1WA
603
180 Wealth Advisors
Washington
$279K -$14.4K -142 -5%
ST
604
Sageworth Trust
Pennsylvania
$278K – – –
PCMC
605
Paragon Capital Management (Colorado)
Colorado
$277K +$22.3K +220 +9%
WHG
606
Westwood Holdings Group
Texas
$273K +$257K +2,529 New
STCOSD
607
Sageworth Trust Company of South Dakota
South Dakota
$272K – – –
PCA
608
Pallas Capital Advisors
Massachusetts
$272K +$17.8K +175 +7%
LSPW
609
Lake Street Private Wealth
Illinois
$272K -$10.5K -103 -4%
GIA
610
Gateway Investment Advisers
Ohio
$272K -$160K -1,578 -39%
APWM
611
Argonautica Private Wealth Management
Massachusetts
$271K – – –
SCI
612
S&CO Inc
Massachusetts
$269K – – –
PP
613
Paladin Partners
Wisconsin
$268K – – –
JSL
614
JT Stratford LLC
Georgia
$268K +$253K +2,490 New
VAG
615
VisionPoint Advisory Group
Texas
$268K -$29.1K -287 -10%
FNT
616
First Nebraska Trust
Nebraska
$267K – – –
CIA
617
Caerus Investment Advisors
Texas
$266K -$7.01K -69 -3%
MWM
618
Mission Wealth Management
California
$263K +$248K +2,440 New
TRCT
619
Tower Research Capital (TRC)
New York
$261K +$9.34K +92 +4%
RG
620
Renaissance Group
Kentucky
$261K – – –
RFA
621
Resurgent Financial Advisors
Georgia
$260K +$203 +2 +0.1%
NP
622
Nilsine Partners
Colorado
$260K +$14.8K +146 +6%
SMC
623
Smith, Moore & Co
Missouri
$260K – – –
HIP
624
HUB Investment Partners
Texas
$260K +$15.3K +151 +7%
MMA
625
Miracle Mile Advisors
California
$260K +$6.7K +66 +3%
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