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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
626
WFA Asset Management
Wisconsin
$29.5K +$144 +2 +0.5%
AFS
627
Annapolis Financial Services
Maryland
$28.7K – – –
DWMG
628
DB Wealth Management Group
California
$28.6K – – –
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$27.9K +$3.24K +45 +14%
TFA
630
Toth Financial Advisory
Virginia
$27.7K -$432 -6 -2%
SWM
631
Sugarloaf Wealth Management
Georgia
$27.6K – – –
SFG
632
Steward Financial Group
Texas
$27K -$3.6K -50 -12%
PCA
633
Providence Capital Advisors
North Carolina
$24.3K – – –
VNA
634
Valley National Advisers
Pennsylvania
$24K – – –
HWM
635
HighMark Wealth Management
Minnesota
$23.5K – – –
TSW
636
Thompson Siegel & Walmsley
Virginia
$23K – – –
AP
637
Atwood & Palmer
Missouri
$22.9K – – –
BWL
638
Bogart Wealth LLC
Virginia
$22.8K – – –
OSNBOA
639
Old Second National Bank of Aurora
Illinois
$22.8K – – –
AS
640
AM Squared
Hong Kong
$22.8K +$21.6K +300 New
CSPIA
641
Cary Street Partners Investment Advisory
Virginia
$22.4K – – –
HF
642
Halpern Financial
Virginia
$22.4K – – –
FPF
643
First Pacific Financial
Washington
$22.4K +$21.3K +295 New
SSG
644
Summit Securities Group
New York
$22K -$11K -153 -34%
PK
645
Pflug Koory
Nebraska
$21.6K – – –
BBHC
646
Brown Brothers Harriman & Co
New York
$21K -$937 -13 -4%
TWM
647
Tradition Wealth Management
Minnesota
$21K +$144 +2 +0.7%
HRC
648
Hoertkorn Richard Charles
$20.6K – – –
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$20.5K – – –
IFAM
650
Institutional & Family Asset Management
Colorado
$19.9K +$216 +3 +1%
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