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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
601
TCTC Holdings
Texas
$108K – – –
JWA
602
JFS Wealth Advisors
Pennsylvania
$107K +$1.95K +24 +2%
MCM
603
Manchester Capital Management
Vermont
$103K +$21.6K +266 +25%
QC
604
Quent Capital
New York
$100K +$325 +4 +0.3%
CAL
605
Capital Advisors Ltd
Ohio
$98K – – –
CAM
606
Clarity Asset Management
Iowa
$95.5K +$325 +4 +0.3%
QL
607
Quarry LP
New York
$90.8K +$94K +1,157 New
CA
608
CoreCap Advisors
Michigan
$86.5K – – –
AAF
609
Andra AP-fonden
Sweden
$86.3K -$1.59M -19,600 -95%
OW
610
Olistico Wealth
Oklahoma
$86.1K +$89.1K +1,097 New
SAM
611
Smartleaf Asset Management
Massachusetts
$85.3K +$19.4K +239 +29%
DMBA
612
Deseret Mutual Benefit Administrators
Utah
$85.1K – – –
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.5K – – –
CFB
614
Cullen/Frost Bankers
Texas
$81.4K +$63.1K +777 +299%
WBC
615
Westpac Banking Corp
Australia
$80.7K -$67.4K -830 -45%
DSC
616
Duncker Streett & Co
Missouri
$79.2K – – –
BL
617
BFSG LLC
California
$78.7K +$3.65K +45 +5%
PP
618
Pingora Partners
Wyoming
$78.5K -$12.2K -150 -13%
VWM
619
Venturi Wealth Management
Texas
$77.6K +$25.9K +319 +48%
EWA
620
EverSource Wealth Advisors
Alabama
$75.8K +$11.6K +143 +18%
PB
621
Pinnacle Bancorp
Nebraska
$74.6K – – –
AWM
622
Avior Wealth Management
Nebraska
$73.9K -$4.47K -55 -6%
CFO
623
CVA Family Office
Colorado
$73K +$487 +6 +0.6%
AF
624
Advisornet Financial
Minnesota
$70.8K -$244 -3 -0.3%
GWM
625
Geneos Wealth Management
Colorado
$70.1K – – –
23 24
25
26 27