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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
651
Tilia Fiduciary Partners
North Carolina
$7K – – –
GIA
652
GHP Investment Advisors
Colorado
$7K +$5.7K +81 +261%
LC
653
Legacy CG
Texas
$7K +$7.53K +107 New
OAJ
654
Ogorek Anthony Joseph
New York
$6K -$1.9K -27 -23%
CHA
655
Carmichael Hill & Associates
Maryland
$6K – – –
First Manhattan
656
First Manhattan
New York
$6K – – –
FMB
657
Field & Main Bank
Kentucky
$6K +$5.84K +83 New
ME
658
McIlrath & Eck
Washington
$5K – – –
POIA
659
Pin Oak Investment Advisors
Texas
$5K – – –
GKIM
660
GW&K Investment Management
Massachusetts
$5K +$1.69K +24 +55%
PPWM
661
PFG Private Wealth Management
Florida
$4K – – –
HPC
662
HM Payson & Co
Maine
$3K -$9.85K -140 -77%
HS
663
Horan Securities
United States
$3K – – –
SSB
664
Sandy Spring Bank
Maryland
$3K – – –
VCM
665
Versant Capital Management
Arizona
$3K – – –
AIC
666
Archer Investment Corporation
Indiana
$2.94K – – –
RWM
667
Raffa Wealth Management
District of Columbia
$2.74K – – –
SWA
668
SOA Wealth Advisors
New York
$2K -$985 -14 -27%
CWC
669
Carolinas Wealth Consulting
North Carolina
$2K – – –
Lazard Asset Management
670
Lazard Asset Management
New York
$2K – – –
PSB
671
Piscataqua Savings Bank
New Hampshire
$2K – – –
TFM
672
TFC Financial Management
Massachusetts
$2K – – –
EW
673
Evoke Wealth
California
$2K +$352 +5 +22%
DI
674
Disciplined Investments
Oklahoma
$2K +$492 +7 +24%
TWP
675
TFO Wealth Partners
Ohio
$2K +$1.9K +27 New