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Principal Financial Group
PFG

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