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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$39K – – –
SWA
602
Sutton Wealth Advisors
Florida
$38.9K – – –
GFPC
603
Global Financial Private Client
Florida
$38.3K – – –
AAP
604
Arax Advisory Partners
Colorado
$38K +$360 +5 +1%
TC
605
Truvestments Capital
Florida
$37.9K – – –
GWS
606
Glassman Wealth Services
Virginia
$37.8K +$1.15K +16 +3%
M
607
MOTCO
Texas
$37.5K -$46.3K -642 -57%
ASBI
608
American State Bank (Iowa)
Iowa
$36.6K -$2.45K -34 -7%
AWM
609
Avior Wealth Management
Nebraska
$35.6K – – –
AT
610
Avalon Trust
New Mexico
$35.3K – – –
ADL
611
Asset Dedication LLC
California
$35K – – –
FA
612
Fiduciary Alliance
South Carolina
$34.7K +$32.9K +457 New
LF
613
Lee Financial
Texas
$34.5K -$1.8K -25 -5%
PAG
614
Paladin Advisory Group
Iowa
$34.1K – – –
FHA
615
First Horizon Advisors
Tennessee
$33.8K -$24.9K -346 -44%
VWM
616
Venturi Wealth Management
Texas
$33.4K +$288 +4 +0.9%
BIA
617
Bell Investment Advisors
California
$31.7K +$649 +9 +2%
BLC
618
Brown, Lisle/Cummings
Rhode Island
$31.5K +$30K +416 New
BWAM
619
Boyd Watterson Asset Management
Ohio
$31.5K – – –
WWP
620
WR Wealth Planners
Missouri
$31.4K +$216 +3 +0.7%
GWSG
621
GPS Wealth Strategies Group
Colorado
$30.6K +$1.59K +22 +6%
IGWM
622
ICA Group Wealth Management
Colorado
$30.3K – – –
MWA
623
Miller Wealth Advisors
Colorado
$30K -$43.8K -608 -61%
RTC
624
Riverview Trust Company
Washington
$30K – – –
MA
625
MCF Advisors
Kentucky
$29.9K – – –
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