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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
MCF Advisors
Kentucky
$52.7K – – –
WAS
627
Winch Advisory Services
Wisconsin
$52.3K +$242 +3 +0.5%
FAM
628
Flaharty Asset Management
Florida
$52.3K +$49.2K +609 New
HBW
629
Hazlett, Burt & Watson
West Virginia
$50K – – –
CPA
630
Capital Performance Advisors
California
$50K +$47K +582 New
SIA
631
Sit Investment Associates
Minnesota
$49K – – –
LB
632
Legacy Bridge
Iowa
$49K -$76.7K -950 -63%
CYG
633
Clean Yield Group
Vermont
$48K – – –
HCP
634
Hexagon Capital Partners
Arkansas
$47.6K +$2.42K +30 +6%
PMFA
635
Plante Moran Financial Advisors
Michigan
$47.3K -$7.67K -95 -15%
WAM
636
WFA Asset Management
Wisconsin
$47.1K -$11.3K -140 -20%
SV
637
Stilwell Value
New York
$47K – – –
DWS
638
Dynamic Wealth Strategies
California
$45K – – –
FCM
639
Fourpath Capital Management
Oklahoma
$44.9K +$42.2K +523 New
CA
640
Clearstead Advisors
Ohio
$44.9K – – –
AIM
641
Anchor Investment Management
South Carolina
$44.2K – – –
GFPC
642
Global Financial Private Client
Florida
$43K – – –
TC
643
Truvestments Capital
Florida
$43K +$40.4K +500 New
CH
644
Cromwell Holdings
Wyoming
$42.1K – – –
PP
645
PrairieView Partners
Minnesota
$42K – – –
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$39.9K -$242 -3 -0.6%
FGA
647
Fortis Group Advisors
New Jersey
$39.3K – – –
HWM
648
Hemington Wealth Management
Virginia
$39K +$38.8K +480 New
ADL
649
Asset Dedication LLC
California
$38.9K -$2.34K -29 -6%
PAG
650
Paladin Advisory Group
Iowa
$38.6K – – –
24 25
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