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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
651
Global Financial Private Client
Florida
$42K – – –
TC
652
Truvestments Capital
Florida
$42K – – –
AAP
653
Arax Advisory Partners
Colorado
$41.6K +$686 +8 +2%
PMEF
654
Point72 Middle East FZE
United Arab Emirates
$39.3K +$40.1K +468 New
GWS
655
Glassman Wealth Services
Virginia
$39K -$600 -7 -1%
FA
656
Fiduciary Alliance
South Carolina
$38.4K +$39.2K +457 New
BIA
657
Bell Investment Advisors
California
$35.4K +$1.03K +12 +3%
BWAM
658
Boyd Watterson Asset Management
Ohio
$34.8K +$35.6K +415 New
WWP
659
WR Wealth Planners
Missouri
$34.2K +$257 +3 +0.7%
HMS
660
Hanseatic Management Services
New Mexico
$34K +$35.3K +411 New
MA
661
MCF Advisors
Kentucky
$33.1K – – –
MWA
662
Miller Wealth Advisors
Colorado
$33K – – –
RTC
663
Riverview Trust Company
Washington
$33K – – –
3IP
664
3Chopt Investment Partners
Virginia
$32.5K +$33.2K +387 New
AWM
665
Align Wealth Management
Oklahoma
$32.5K +$38.6K +450 New
WAM
666
WFA Asset Management
Wisconsin
$32.5K +$2.92K +34 +10%
AFS
667
Annapolis Financial Services
Maryland
$31.8K – – –
DWMG
668
DB Wealth Management Group
California
$31.6K – – –
SC
669
Schubert & Co
Texas
$31.6K +$1.72K +20 +6%
WAS
670
Winch Advisory Services
Wisconsin
$31K +$257 +3 +0.8%
MAM
671
Marquette Asset Management
Minnesota
$30.9K – – –
SWM
672
Sugarloaf Wealth Management
Georgia
$30.5K – – –
TFA
673
Toth Financial Advisory
Virginia
$29.4K -$4.72K -55 -14%
ADL
674
Asset Dedication LLC
California
$29K -$515 -6 -2%
SFG
675
Steward Financial Group
Texas
$29K +$30.6K +357 New
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