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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
626
Flaharty Asset Management
Florida
$52.3K +$49.2K +609 New
HBW
627
Hazlett, Burt & Watson
West Virginia
$50K – – –
CPA
628
Capital Performance Advisors
California
$50K +$47K +582 New
SIA
629
Sit Investment Associates
Minnesota
$49K – – –
LB
630
Legacy Bridge
Iowa
$49K -$76.7K -950 -63%
CYG
631
Clean Yield Group
Vermont
$48K – – –
HCP
632
Hexagon Capital Partners
Arkansas
$47.6K +$2.42K +30 +6%
PMFA
633
Plante Moran Financial Advisors
Michigan
$47.3K -$7.67K -95 -15%
WAM
634
WFA Asset Management
Wisconsin
$47.1K -$11.3K -140 -20%
SV
635
Stilwell Value
New York
$47K – – –
DWS
636
Dynamic Wealth Strategies
California
$45K – – –
FCM
637
Fourpath Capital Management
Oklahoma
$44.9K +$42.2K +523 New
CA
638
Clearstead Advisors
Ohio
$44.9K – – –
AIM
639
Anchor Investment Management
South Carolina
$44.2K – – –
GFPC
640
Global Financial Private Client
Florida
$43K – – –
TC
641
Truvestments Capital
Florida
$43K +$40.4K +500 New
CH
642
Cromwell Holdings
Wyoming
$42.1K – – –
PP
643
PrairieView Partners
Minnesota
$42K – – –
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$39.9K -$242 -3 -0.6%
FGA
645
Fortis Group Advisors
New Jersey
$39.3K – – –
HWM
646
Hemington Wealth Management
Virginia
$39K +$38.8K +480 New
ADL
647
Asset Dedication LLC
California
$38.9K -$2.34K -29 -6%
PAG
648
Paladin Advisory Group
Iowa
$38.6K – – –
PFBT
649
Parkside Financial Bank & Trust
Missouri
$38.5K -$11.6K -144 -24%
GWSG
650
GPS Wealth Strategies Group
Colorado
$38.1K – – –
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