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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
601
Laffer Tengler Investments
Tennessee
$109K – – –
TH
602
TCTC Holdings
Texas
$108K – – –
JWA
603
JFS Wealth Advisors
Pennsylvania
$107K +$1.95K +24 +2%
MCM
604
Manchester Capital Management
Vermont
$103K +$21.6K +266 +25%
QC
605
Quent Capital
New York
$100K +$325 +4 +0.3%
CAL
606
Capital Advisors Ltd
Ohio
$98K – – –
CAM
607
Clarity Asset Management
Iowa
$95.5K +$325 +4 +0.3%
QL
608
Quarry LP
New York
$90.8K +$94K +1,157 New
CA
609
CoreCap Advisors
Michigan
$86.5K – – –
AAF
610
Andra AP-fonden
Sweden
$86.3K -$1.59M -19,600 -95%
OW
611
Olistico Wealth
Oklahoma
$86.1K +$89.1K +1,097 New
SAM
612
Smartleaf Asset Management
Massachusetts
$85.3K +$19.4K +239 +29%
DMBA
613
Deseret Mutual Benefit Administrators
Utah
$85.1K – – –
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.5K – – –
CFB
615
Cullen/Frost Bankers
Texas
$81.4K +$63.1K +777 +299%
WBC
616
Westpac Banking Corp
Australia
$80.7K -$67.4K -830 -45%
DSC
617
Duncker Streett & Co
Missouri
$79.2K – – –
BL
618
BFSG LLC
California
$78.7K +$3.65K +45 +5%
PP
619
Pingora Partners
Wyoming
$78.5K -$12.2K -150 -13%
VWM
620
Venturi Wealth Management
Texas
$77.6K +$25.9K +319 +48%
EWA
621
EverSource Wealth Advisors
Alabama
$75.8K +$11.6K +143 +18%
PB
622
Pinnacle Bancorp
Nebraska
$74.6K – – –
AWM
623
Avior Wealth Management
Nebraska
$73.9K -$4.47K -55 -6%
CFO
624
CVA Family Office
Colorado
$73K +$487 +6 +0.6%
AF
625
Advisornet Financial
Minnesota
$70.8K -$244 -3 -0.3%
23 24
25
26 27