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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$71.9K +$53.5K +667 +397%
FCT
602
First Community Trust
Iowa
$70.5K -$15.5K -193 -19%
JFGIW
603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.4K – – –
MFA
604
McClarren Financial Advisors
Pennsylvania
$69K +$562 +7 +0.9%
VNA
605
Valley National Advisers
Pennsylvania
$66K +$1.2K +15 +2%
T
606
TOBAM
France
$64K – – –
SC
607
Stephens Consulting
Michigan
$62.6K – – –
EWA
608
EverSource Wealth Advisors
Alabama
$62.3K +$6.82K +85 +12%
AA
609
Ancora Advisors
Ohio
$62.1K – – –
GGI
610
Godsey & Gibb Inc
Virginia
$60.4K – – –
CA
611
Clearstead Advisors
Ohio
$60.3K -$1.36K -17 -2%
RDIA
612
RE Dickinson Investment Advisors
Iowa
$60K -$4.01K -50 -7%
WAM
613
WFA Asset Management
Wisconsin
$59.1K +$23K +287 +72%
OLVIG
614
Oliver Lagore Vanvalin Investment Group
Michigan
$58.3K – – –
VWM
615
Venturi Wealth Management
Texas
$57.8K +$4.41K +55 +9%
CHC
616
City Holding Co
West Virginia
$56.4K – – –
FCAS
617
First Command Advisory Services
Texas
$54.2K – – –
WWP
618
WR Wealth Planners
Missouri
$54K +$50.2K +626 New
GI
619
Gradient Investments
Minnesota
$53.7K -$1.77K -22 -3%
WAS
620
Winch Advisory Services
Wisconsin
$51.9K +$321 +4 +0.7%
PFBT
621
Parkside Financial Bank & Trust
Missouri
$51.2K -$803 -10 -2%
HBW
622
Hazlett, Burt & Watson
West Virginia
$50K – – –
SIA
623
Sit Investment Associates
Minnesota
$50K – – –
CYG
624
Clean Yield Group
Vermont
$48.2K -$8.03K -100 -15%
PO
625
Private Ocean
California
$47.8K – – –
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