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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
626
Asset Dedication LLC
California
$33K +$9.59K +113 +33%
SSG
627
Summit Securities Group
New York
$33K +$18.7K +220 +96%
VWM
628
Venturi Wealth Management
Texas
$32.4K +$37K +436 New
BWAM
629
Boyd Watterson Asset Management
Ohio
$30.8K – – –
WWP
630
WR Wealth Planners
Missouri
$30.5K +$339 +4 +1%
BIA
631
Bell Investment Advisors
California
$30.4K -$1.1K -13 -3%
SFG
632
Steward Financial Group
Texas
$30K +$4.5K +53 +15%
IGWM
633
ICA Group Wealth Management
Colorado
$29.7K +$17K +200 +100%
RTC
634
Riverview Trust Company
Washington
$29.4K – – –
MA
635
MCF Advisors
Kentucky
$29.3K – – –
WAM
636
WFA Asset Management
Wisconsin
$28.7K – – –
GWSG
637
GPS Wealth Strategies Group
Colorado
$28.4K +$32.4K +382 New
AFS
638
Annapolis Financial Services
Maryland
$28.2K – – –
DWMG
639
DB Wealth Management Group
California
$28K – – –
WAS
640
Winch Advisory Services
Wisconsin
$28K +$255 +3 +0.8%
TFA
641
Toth Financial Advisory
Virginia
$27.6K +$1.78K +21 +6%
SWM
642
Sugarloaf Wealth Management
Georgia
$27.1K – – –
SC
643
Schubert & Co
Texas
$26.1K -$2.21K -26 -7%
CT
644
Caldwell Trust
Florida
$24.9K – – –
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$24K +$6.7K +79 +32%
MAWCM
646
Mine & Arao Wealth Creation & Management
California
$23.9K – – –
PCA
647
Providence Capital Advisors
North Carolina
$23.8K – – –
HWM
648
HighMark Wealth Management
Minnesota
$23K – – –
VNA
649
Valley National Advisers
Pennsylvania
$23K +$255 +3 +1%
AP
650
Atwood & Palmer
Missouri
$22.4K – – –
24 25
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