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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
601
Riverview Trust Company
Washington
$29K – – –
TFA
602
Toth Financial Advisory
Virginia
$29K +$3.95K +55 +16%
MA
603
MCF Advisors
Kentucky
$28K – – –
ASBI
604
American State Bank (Iowa)
Iowa
$27.9K +$13.4K +186 +93%
AFS
605
Annapolis Financial Services
Maryland
$27K – – –
DWMG
606
DB Wealth Management Group
California
$27K – – –
MAM
607
Marquette Asset Management
Minnesota
$27K – – –
SWM
608
Sugarloaf Wealth Management
Georgia
$27K – – –
MWA
609
Miller Wealth Advisors
Colorado
$26K – – –
WAS
610
Winch Advisory Services
Wisconsin
$26K +$215 +3 +0.8%
SC
611
Schubert & Co
Texas
$26K +$934 +13 +4%
WAM
612
WFA Asset Management
Wisconsin
$25.5K – – –
ADL
613
Asset Dedication LLC
California
$25K +$24.4K +340 +5,667%
FP
614
Financial Perspectives
Minnesota
$24.6K – – –
VNA
615
Valley National Advisers
Pennsylvania
$24K +$215 +3 +1%
GI
616
Gradient Investments
Minnesota
$24K +$4.81K +67 +25%
CT
617
Caldwell Trust
Florida
$23.2K – – –
PCA
618
Providence Capital Advisors
North Carolina
$23K – – –
MAWCM
619
Mine & Arao Wealth Creation & Management
California
$23K +$23.1K +321 New
AP
620
Atwood & Palmer
Missouri
$22K – – –
BWL
621
Bogart Wealth LLC
Virginia
$22K – – –
HWM
622
HighMark Wealth Management
Minnesota
$22K – – –
OSNBOA
623
Old Second National Bank of Aurora
Illinois
$22K – – –
TSW
624
Thompson Siegel & Walmsley
Virginia
$22K – – –
BBHC
625
Brown Brothers Harriman & Co
New York
$22K +$1.72K +24 +9%
23 24
25
26 27