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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
601
Advisornet Financial
Minnesota
$91.3K +$12.9K +160 +18%
AWM
602
Avior Wealth Management
Nebraska
$90.4K +$8.88K +110 +12%
JFGIW
603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.6K +$19.3K +239 +30%
WBC
604
Westpac Banking Corp
Australia
$88.4K – – –
BL
605
BFSG LLC
California
$87.5K +$1.29K +16 +2%
DSC
606
Duncker Streett & Co
Missouri
$86.8K – – –
PP
607
Pingora Partners
Wyoming
$85.9K – – –
CFO
608
CVA Family Office
Colorado
$85.2K +$4.93K +61 +7%
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.2K – – –
PB
610
Pinnacle Bancorp
Nebraska
$81.7K – – –
GM
611
GeoWealth Management
Illinois
$79.8K -$64.3K -796 -46%
TH
612
TCTC Holdings
Texas
$75.2K -$40.8K -505 -37%
TFM
613
TFC Financial Management
Massachusetts
$72.2K -$808 -10 -1%
FCT
614
First Community Trust
Iowa
$70.2K – – –
MFA
615
McClarren Financial Advisors
Pennsylvania
$69K +$52.8K +654 +419%
OP
616
ORG Partners
Indiana
$67.9K +$242 +3 +0.4%
SC
617
Stephens Consulting
Michigan
$62.3K – – –
CHC
618
City Holding Co
West Virginia
$60.8K – – –
RDIA
619
RE Dickinson Investment Advisors
Iowa
$60.4K +$485 +6 +0.9%
GGI
620
Godsey & Gibb Inc
Virginia
$60.1K – – –
EWA
621
EverSource Wealth Advisors
Alabama
$59.2K -$19.5K -241 -26%
AAP
622
Arax Advisory Partners
Colorado
$59K +$2.26K +28 +4%
LFG
623
Larson Financial Group
Missouri
$58K +$31.1K +385 +133%
PFPT
624
Pinnacle Financial Partners (Tennessee)
Tennessee
$57K +$53.6K +664 New
FCAS
625
First Command Advisory Services
Texas
$53.9K – – –
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25
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