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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
651
Clearview Wealth Advisors
Oregon
$43.1K – – –
GFPC
652
Global Financial Private Client
Florida
$42K – – –
TC
653
Truvestments Capital
Florida
$42K – – –
AAP
654
Arax Advisory Partners
Colorado
$41.6K +$686 +8 +2%
PMEF
655
Point72 Middle East FZE
United Arab Emirates
$39.3K +$40.1K +468 New
GWS
656
Glassman Wealth Services
Virginia
$39K -$600 -7 -1%
FA
657
Fiduciary Alliance
South Carolina
$38.4K +$39.2K +457 New
BIA
658
Bell Investment Advisors
California
$35.4K +$1.03K +12 +3%
BWAM
659
Boyd Watterson Asset Management
Ohio
$34.8K +$35.6K +415 New
WWP
660
WR Wealth Planners
Missouri
$34.2K +$257 +3 +0.7%
HMS
661
Hanseatic Management Services
New Mexico
$34K +$35.3K +411 New
MA
662
MCF Advisors
Kentucky
$33.1K – – –
MWA
663
Miller Wealth Advisors
Colorado
$33K – – –
RTC
664
Riverview Trust Company
Washington
$33K – – –
3IP
665
3Chopt Investment Partners
Virginia
$32.5K +$33.2K +387 New
AWM
666
Align Wealth Management
Oklahoma
$32.5K +$38.6K +450 New
WAM
667
WFA Asset Management
Wisconsin
$32.5K +$2.92K +34 +10%
AFS
668
Annapolis Financial Services
Maryland
$31.8K – – –
DWMG
669
DB Wealth Management Group
California
$31.6K – – –
SC
670
Schubert & Co
Texas
$31.6K +$1.72K +20 +6%
WAS
671
Winch Advisory Services
Wisconsin
$31K +$257 +3 +0.8%
MAM
672
Marquette Asset Management
Minnesota
$30.9K – – –
SWM
673
Sugarloaf Wealth Management
Georgia
$30.5K – – –
TFA
674
Toth Financial Advisory
Virginia
$29.4K -$4.72K -55 -14%
ADL
675
Asset Dedication LLC
California
$29K -$515 -6 -2%
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