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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
601
Paragon Capital Management (Colorado)
Colorado
$277K +$22.3K +220 +9%
WHG
602
Westwood Holdings Group
Texas
$273K +$257K +2,529 New
STCOSD
603
Sageworth Trust Company of South Dakota
South Dakota
$272K – – –
PCA
604
Pallas Capital Advisors
Massachusetts
$272K +$17.8K +175 +7%
LSPW
605
Lake Street Private Wealth
Illinois
$272K -$10.5K -103 -4%
GIA
606
Gateway Investment Advisers
Ohio
$272K -$160K -1,578 -39%
APWM
607
Argonautica Private Wealth Management
Massachusetts
$271K – – –
SCI
608
S&CO Inc
Massachusetts
$269K – – –
PP
609
Paladin Partners
Wisconsin
$268K – – –
JSL
610
JT Stratford LLC
Georgia
$268K +$253K +2,490 New
VAG
611
VisionPoint Advisory Group
Texas
$268K -$29.1K -287 -10%
FNT
612
First Nebraska Trust
Nebraska
$267K – – –
CIA
613
Caerus Investment Advisors
Texas
$266K -$7.01K -69 -3%
MWM
614
Mission Wealth Management
California
$263K +$248K +2,440 New
TRCT
615
Tower Research Capital (TRC)
New York
$261K +$9.34K +92 +4%
RG
616
Renaissance Group
Kentucky
$261K – – –
RFA
617
Resurgent Financial Advisors
Georgia
$260K +$203 +2 +0.1%
NP
618
Nilsine Partners
Colorado
$260K +$14.8K +146 +6%
SMC
619
Smith, Moore & Co
Missouri
$260K – – –
HIP
620
HUB Investment Partners
Texas
$260K +$15.3K +151 +7%
MMA
621
Miracle Mile Advisors
California
$260K +$6.7K +66 +3%
CCA
622
Cora Capital Advisors
New Jersey
$259K – – –
WI
623
WBI Investments
New Jersey
$257K +$242K +2,386 New
KCPG
624
Kavar Capital Partners Group
Kansas
$257K +$2.33K +23 +1%
PTC
625
Private Trust Company
Ohio
$256K +$50.7K +499 +27%
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