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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
626
Amplius Wealth Advisors
Pennsylvania
$8K +$8.1K +116 New
CA
627
Clearstead Advisors
Ohio
$7K -$132K -1,895 -95%
BWA
628
BDO Wealth Advisors
Florida
$7K
BCA
629
Bray Capital Advisors
Florida
$7K
CFFP
630
Center for Financial Planning
Michigan
$7K
First Manhattan
631
First Manhattan
New York
$7K
AP
632
Arlington Partners
Alabama
$7K +$6.35K +91 New
IAG
633
Investmark Advisory Group
Connecticut
$7K +$6.98K +100 New
CHA
634
Carmichael Hill & Associates
Maryland
$6K
POIA
635
Pin Oak Investment Advisors
Texas
$6K
ME
636
McIlrath & Eck
Washington
$5K
PPWM
637
PFG Private Wealth Management
Florida
$4K
SFM
638
Signet Financial Management
New Jersey
$4K +$3.49K +50 New
AIC
639
Archer Investment Corporation
Indiana
$3.18K +$3.07K +44 New
HDIM
640
Hanson & Doremus Investment Management
Vermont
$3K
PSB
641
Piscataqua Savings Bank
New Hampshire
$3K
SWA
642
SOA Wealth Advisors
New York
$3K
VCM
643
Versant Capital Management
Arizona
$3K
HS
644
Horan Securities
United States
$3K +$2.79K +40 New
SSB
645
Sandy Spring Bank
Maryland
$3K +$3K +43 New
CT
646
Cambridge Trust
Massachusetts
$3K +$3.07K +44 New
RWM
647
Raffa Wealth Management
District of Columbia
$2.97K
EW
648
Evoke Wealth
California
$2K
SN
649
Sittner & Nelson
Oregon
$2K
TFM
650
TFC Financial Management
Massachusetts
$2K