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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77.3K – – –
GWM
602
Geneos Wealth Management
Colorado
$77.1K -$803 -10 -1%
SAM
603
Smartleaf Asset Management
Massachusetts
$71.9K +$53.5K +667 +397%
FCT
604
First Community Trust
Iowa
$70.5K -$15.5K -193 -19%
JFGIW
605
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.4K – – –
MFA
606
McClarren Financial Advisors
Pennsylvania
$69K +$562 +7 +0.9%
VNA
607
Valley National Advisers
Pennsylvania
$66K +$1.2K +15 +2%
T
608
TOBAM
France
$64K – – –
SC
609
Stephens Consulting
Michigan
$62.6K – – –
EWA
610
EverSource Wealth Advisors
Alabama
$62.3K +$6.82K +85 +12%
AA
611
Ancora Advisors
Ohio
$62.1K – – –
GGI
612
Godsey & Gibb Inc
Virginia
$60.4K – – –
CA
613
Clearstead Advisors
Ohio
$60.3K -$1.36K -17 -2%
RDIA
614
RE Dickinson Investment Advisors
Iowa
$60K -$4.01K -50 -7%
WAM
615
WFA Asset Management
Wisconsin
$59.1K +$23K +287 +72%
OLVIG
616
Oliver Lagore Vanvalin Investment Group
Michigan
$58.3K – – –
VWM
617
Venturi Wealth Management
Texas
$57.8K +$4.41K +55 +9%
CHC
618
City Holding Co
West Virginia
$56.4K – – –
FCAS
619
First Command Advisory Services
Texas
$54.2K – – –
WWP
620
WR Wealth Planners
Missouri
$54K +$50.2K +626 New
GI
621
Gradient Investments
Minnesota
$53.7K -$1.77K -22 -3%
WAS
622
Winch Advisory Services
Wisconsin
$51.9K +$321 +4 +0.7%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$51.2K -$803 -10 -2%
HBW
624
Hazlett, Burt & Watson
West Virginia
$50K – – –
SIA
625
Sit Investment Associates
Minnesota
$50K – – –
23 24
25
26 27