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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$20K +$21.1K +300 New
HF
602
Halpern Financial
Virginia
$19.8K
PK
603
Pflug Koory
Nebraska
$19K
Jones Financial Companies
604
Jones Financial Companies
Missouri
$19K +$19.6K +279 New
HRC
605
Hoertkorn Richard Charles
$18K
KTC
606
Kistler-Tiffany Companies
Pennsylvania
$18K
TWM
607
Tradition Wealth Management
Minnesota
$18K +$141 +2 +0.8%
BBHC
608
Brown Brothers Harriman & Co
New York
$18K +$4.99K +71 +35%
GI
609
Gradient Investments
Minnesota
$18K +$9.43K +134 +97%
RIM
610
Rockbridge Investment Management
New York
$17.2K
SMG
611
Spectrum Management Group
Indiana
$17K -$3.9M -55,392 -100%
IFAM
612
Institutional & Family Asset Management
Colorado
$17K
AWM
613
Avior Wealth Management
Nebraska
$17K +$141 +2 +0.8%
ZB
614
Zions Bancorporation
Utah
$17K +$3.8K +54 +28%
ZIG
615
Zullo Investment Group
Pennsylvania
$16K
HC
616
Hoese & Co
Minnesota
$15K
KFI
617
Key Financial Inc
Pennsylvania
$15K
CA
618
Crewe Advisors
Utah
$15K +$15.5K +221 New
SA
619
SRH Advisors
Kansas
$14K
VRM
620
Vectors Research Management
New York
$14K +$15.2K +216 New
ACA
621
Atlas Capital Advisors
Wyoming
$13.9K
ASBI
622
American State Bank (Iowa)
Iowa
$13.4K
FPS
623
Fieldpoint Private Securities
Connecticut
$13K -$42.4K -603 -76%
ACM
624
Antonetti Capital Management
Florida
$13K
COCM
625
Charter Oak Capital Management
New Hampshire
$13K