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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
626
Deseret Mutual Benefit Administrators
Utah
$37.7K -$10.3K -142 -23%
ODG
627
O'Dell Group
Ohio
$36.6K +$33.7K +465 New
ADL
628
Asset Dedication LLC
California
$36K – – –
PAG
629
Paladin Advisory Group
Iowa
$35.3K – – –
BIA
630
Bell Investment Advisors
California
$35.3K +$507 +7 +2%
LSA
631
Leonteq Securities AG
Switzerland
$34.3K +$31.6K +436 New
NFSG
632
Newbridge Financial Services Group
Florida
$32.9K +$30.3K +418 New
BLC
633
Brown, Lisle/Cummings
Rhode Island
$32.7K – – –
BWAM
634
Boyd Watterson Asset Management
Ohio
$32.6K – – –
NICM
635
Neo Ivy Capital Management
New York
$32K -$936K -12,926 -97%
GWSG
636
GPS Wealth Strategies Group
Colorado
$31.8K – – –
EC
637
EdgeRock Capital
Colorado
$31.5K +$29.2K +403 New
WAM
638
WFA Asset Management
Wisconsin
$31.2K +$435 +6 +2%
PCMC
639
Planning Capital Management Corporation
Pennsylvania
$31.2K +$28.7K +396 New
MWA
640
Miller Wealth Advisors
Colorado
$31.2K – – –
MA
641
MCF Advisors
Kentucky
$31K – – –
AFS
642
Annapolis Financial Services
Maryland
$29.8K – – –
DWMG
643
DB Wealth Management Group
California
$29.7K – – –
RAM
644
Riggs Asset Management
Pennsylvania
$29.3K – – –
SWM
645
Spire Wealth Management
Virginia
$29.2K +$16.3K +225 +152%
TFA
646
Toth Financial Advisory
Virginia
$28.7K – – –
SWM
647
Sugarloaf Wealth Management
Georgia
$28.6K – – –
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$26.9K -$5.07K -70 -17%
FHA
649
First Horizon Advisors
Tennessee
$26.9K -$7.68K -106 -24%
PCA
650
Providence Capital Advisors
North Carolina
$25.2K – – –
24 25
26
27 28