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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Stephens Consulting
Michigan
$56.1K – – –
EWA
602
EverSource Wealth Advisors
Alabama
$55.6K +$2.44K +29 +4%
GGI
603
Godsey & Gibb Inc
Virginia
$54.2K – – –
WA
604
Whipplewood Advisors
Colorado
$54.2K +$59K +700 New
CIAM
605
Caitong International Asset Management
Hong Kong
$53.1K +$57.8K +686 New
WAS
606
Winch Advisory Services
Wisconsin
$47.5K +$421 +5 +0.8%
GSWM
607
Golden State Wealth Management
California
$46.1K +$50.2K +596 New
HBW
608
Hazlett, Burt & Watson
West Virginia
$45K – – –
SIA
609
Sit Investment Associates
Minnesota
$45K – – –
LFG
610
Larson Financial Group
Missouri
$44.8K -$8.17K -97 -14%
BL
611
BFSG LLC
California
$44.4K -$37.6K -446 -44%
HCP
612
Hexagon Capital Partners
Arkansas
$44.3K +$1.52K +18 +3%
LB
613
Legacy Bridge
Iowa
$44.1K – – –
CYG
614
Clean Yield Group
Vermont
$43.3K – – –
SWM
615
Sugarloaf Wealth Management
Georgia
$43.3K +$16.4K +195 +54%
BTI
616
Blue Trust Inc
Georgia
$42.7K -$185K -2,196 -80%
PMFA
617
Plante Moran Financial Advisors
Michigan
$42.7K – – –
SV
618
Stilwell Value
New York
$42.3K – – –
BBHC
619
Brown Brothers Harriman & Co
New York
$42.3K -$207K -2,460 -82%
C
620
Covestor
United Kingdom
$42K +$26.9K +319 +144%
PCM
621
Penserra Capital Management
California
$42K +$44.8K +532 +2,533%
CA
622
Clearstead Advisors
Ohio
$41K +$506 +6 +1%
WAM
623
WFA Asset Management
Wisconsin
$40K -$2.61K -31 -6%
AIM
624
Anchor Investment Management
South Carolina
$39.8K – – –
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$39.5K +$3.79K +45 +10%
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