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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
601
Benjamin F. Edwards & Company
Missouri
$7K – – –
PG
602
Patten Group
Tennessee
$7K – – –
QAM
603
QCI Asset Management
New York
$7K – – –
SNT
604
Security National Trust
West Virginia
$7K – – –
SWMG
605
Signature Wealth Management Group
Georgia
$7K +$6.54K +95 New
SFSIG
606
San Francisco Sentry Investment Group
California
$7K +$6.89K +100 New
SC
607
Slow Capital
California
$7K +$6.89K +100 New
MPPLM
608
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K +$7.03K +102 New
GEA
609
Glen Eagle Advisors
New Jersey
$6.07K +$5.92K +86 New
GT
610
Greenleaf Trust
Michigan
$6K – – –
IP
611
Isthmus Partners
Wisconsin
$6K – – –
RFA
612
Reilly Financial Advisors
California
$6K – – –
AGA
613
Accuvest Global Advisors
Utah
$6K +$5.44K +79 New
IWM
614
IHT Wealth Management
Illinois
$5K – – –
PFBT
615
Parkside Financial Bank & Trust
Missouri
$5K – – –
ME
616
McIlrath & Eck
Washington
$5K +$4.89K +71 New
CBT
617
Central Bank & Trust
Kentucky
$4K – – –
VCM
618
Versant Capital Management
Arizona
$4K +$620 +9 +18%
PGA
619
Premia Global Advisors
Florida
$4K +$4.41K +64 New
OFW
620
Omnia Family Wealth
Florida
$3K -$10.3K -149 -80%
PK
621
Pflug Koory
Nebraska
$3K – – –
RFM
622
Royal Fund Management
Florida
$3K – – –
WCM
623
Wealthcare Capital Management
Virginia
$2K – – –
PFA
624
Pathway Financial Advisors
Vermont
$2K +$1.65K +24 New
NR
625
Newfound Research
Massachusetts
$1K -$69 -1 -6%
23 24
25
26 27