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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K – – –
CA
627
Clearstead Advisors
Ohio
$75.2K +$11.2K +140 +18%
Walleye Capital
628
Walleye Capital
New York
$73.2K +$70.6K +883 New
TH
629
TCTC Holdings
Texas
$72.5K – – –
TFM
630
TFC Financial Management
Massachusetts
$72.2K – – –
CCA
631
Catalyst Capital Advisors
New York
$72K +$33.3K +416 +92%
FCAS
632
First Command Advisory Services
Texas
$71.6K – – –
AUB
633
Atlantic Union Bankshares
Virginia
$66.7K +$64.3K +805 New
BF
634
BOK Financial
Oklahoma
$65.6K +$6.08K +76 +11%
PTC
635
Private Trust Company
Ohio
$63.8K +$160 +2 +0.3%
HWA
636
Heartwood Wealth Advisors
Virginia
$63.2K +$60.9K +762 New
SC
637
Stephens Consulting
Michigan
$60.1K -$80 -1 -0.1%
HBW
638
Hazlett, Burt & Watson
West Virginia
$59K +$10.4K +130 +22%
GGI
639
Godsey & Gibb Inc
Virginia
$58K – – –
WA
640
Whipplewood Advisors
Colorado
$58K – – –
MCM
641
MV Capital Management
Maryland
$56.3K – – –
TF
642
Tompkins Financial
New York
$53.9K – – –
CH
643
Cromwell Holdings
Wyoming
$53.2K +$8.95K +112 +21%
CHC
644
City Holding Co
West Virginia
$52.6K – – –
BL
645
BFSG LLC
California
$51.6K +$1.04K +13 +2%
HWM
646
Hemington Wealth Management
Virginia
$50K +$1.6K +20 +3%
GSWM
647
Golden State Wealth Management
California
$49.4K – – –
OL
648
OneFund LLC
Florida
$48.4K +$1.52K +19 +3%
OP
649
ORG Partners
Indiana
$48.3K +$2.88K +36 +7%
M
650
MOTCO
Texas
$48.2K – – –