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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
601
Bell Investment Advisors
California
$30K +$359 +5 +1%
WWP
602
WR Wealth Planners
Missouri
$29.2K +$215 +3 +0.7%
RTC
603
Riverview Trust Company
Washington
$29K – – –
TFA
604
Toth Financial Advisory
Virginia
$29K +$3.95K +55 +16%
MA
605
MCF Advisors
Kentucky
$28K – – –
ASBI
606
American State Bank (Iowa)
Iowa
$27.9K +$13.4K +186 +93%
AFS
607
Annapolis Financial Services
Maryland
$27K – – –
DWMG
608
DB Wealth Management Group
California
$27K – – –
MAM
609
Marquette Asset Management
Minnesota
$27K – – –
SWM
610
Sugarloaf Wealth Management
Georgia
$27K – – –
MWA
611
Miller Wealth Advisors
Colorado
$26K – – –
WAS
612
Winch Advisory Services
Wisconsin
$26K +$215 +3 +0.8%
SC
613
Schubert & Co
Texas
$26K +$934 +13 +4%
WAM
614
WFA Asset Management
Wisconsin
$25.5K – – –
ADL
615
Asset Dedication LLC
California
$25K +$24.4K +340 +5,667%
FP
616
Financial Perspectives
Minnesota
$24.6K – – –
VNA
617
Valley National Advisers
Pennsylvania
$24K +$215 +3 +1%
GI
618
Gradient Investments
Minnesota
$24K +$4.81K +67 +25%
CT
619
Caldwell Trust
Florida
$23.2K – – –
PCA
620
Providence Capital Advisors
North Carolina
$23K – – –
MAWCM
621
Mine & Arao Wealth Creation & Management
California
$23K +$23.1K +321 New
AP
622
Atwood & Palmer
Missouri
$22K – – –
BWL
623
Bogart Wealth LLC
Virginia
$22K – – –
HWM
624
HighMark Wealth Management
Minnesota
$22K – – –
OSNBOA
625
Old Second National Bank of Aurora
Illinois
$22K – – –
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