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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Ameliora Wealth Management
Switzerland
$101K – – –
MCC
602
Money Concepts Capital
Florida
$98.1K +$92K +1,072 +1,105%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.7K – – –
TWA
604
TCI Wealth Advisors
Arizona
$88.6K +$172 +2 +0.2%
GWM
605
Geneos Wealth Management
Colorado
$87.9K -$352K -4,100 -80%
PTC
606
Private Trust Company
Ohio
$85K – – –
DSC
607
Duncker Streett & Co
Missouri
$84.8K – – –
M
608
MOTCO
Texas
$83.4K – – –
TFS
609
TrustCore Financial Services
Tennessee
$81.5K – – –
MCM
610
Manchester Capital Management
Vermont
$80.6K – – –
TPCW
611
TD Private Client Wealth
New York
$80.5K +$43.2K +504 +111%
FFC
612
First Financial Corp
Indiana
$80.1K – – –
PB
613
Pinnacle Bancorp
Nebraska
$80K – – –
CDIA
614
Capital Directions Investment Advisors
Georgia
$79.5K +$81.2K +947 New
GI
615
Gradient Investments
Minnesota
$79.3K +$52K +606 +179%
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$78.7K +$80.5K +938 New
ONST
617
Old North State Trust
North Carolina
$77K +$79.1K +922 New
LFA
618
Level Financial Advisors
New York
$73K – – –
DGAM
619
Desjardins Global Asset Management
Quebec, Canada
$68K -$1.72K -20 -2%
PMFA
620
Plante Moran Financial Advisors
Michigan
$66.7K +$17.2K +200 +34%
T
621
TOBAM
France
$66K -$44.7K -521 -40%
BC
622
Burleson & Co
California
$65.9K – – –
MFA
623
McClarren Financial Advisors
Pennsylvania
$64K +$515 +6 +0.8%
DMBA
624
Deseret Mutual Benefit Administrators
Utah
$62.9K -$60.7K -708 -49%
HCP
625
Hexagon Capital Partners
Arkansas
$61.4K +$2.32K +27 +4%
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25
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