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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
651
Financial Management Professionals
Texas
$14K – – –
ST
652
Smithfield Trust
Pennsylvania
$14K – – –
CBT
653
CoreFirst Bank & Trust
Kansas
$14K +$14.2K +197 New
GWA
654
Gibson Wealth Advisors
Texas
$13K – – –
MFT
655
Moisand Fitzgerald Tamayo
Florida
$13K +$4.81K +67 +61%
PCM
656
Peregrine Capital Management
Minnesota
$12K – – –
CFD
657
Creative Financial Designs
Indiana
$12K +$11.9K +166 New
GRP
658
Global Retirement Partners
California
$11K -$2.07M -28,849 -100%
RDFA
659
Ritter Daniher Financial Advisory
Ohio
$11K – – –
MCM
660
MV Capital Management
Maryland
$11K +$2.08K +29 +24%
SWM
661
Spire Wealth Management
Virginia
$11K +$10.1K +140 +1,167%
BBPWM
662
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
NMG
663
New Millennium Group
Utah
$10K – – –
EBA
664
Eagle Bay Advisors
New York
$9K – – –
IRC
665
Investors Research Corp
Georgia
$9K – – –
EARNEST Partners
666
EARNEST Partners
Georgia
$8K – – –
SC
667
SouthState Corp
Florida
$8K – – –
TFP
668
Tilia Fiduciary Partners
North Carolina
$8K – – –
SWM
669
Selective Wealth Management
Virginia
$8K +$7.9K +110 New
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8.76K +122 New
BWA
671
BDO Wealth Advisors
Florida
$7K – – –
BCA
672
Bray Capital Advisors
Florida
$7K – – –
CFFP
673
Center for Financial Planning
Michigan
$7K – – –
CA
674
Clearstead Advisors
Ohio
$7K – – –
MCC
675
Money Concepts Capital
Florida
$7K +$6.97K +97 New