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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
651
Valley National Advisers
Pennsylvania
$23K +$255 +3 +1%
AP
652
Atwood & Palmer
Missouri
$22.4K – – –
BWL
653
Bogart Wealth LLC
Virginia
$22.3K – – –
OSNBOA
654
Old Second National Bank of Aurora
Illinois
$22.3K – – –
GBT
655
Grove Bank & Trust
Florida
$22.1K +$3.99K +47 +19%
TSW
656
Thompson Siegel & Walmsley
Virginia
$22K – – –
CSPIA
657
Cary Street Partners Investment Advisory
Virginia
$22K -$54.5K -642 -68%
HF
658
Halpern Financial
Virginia
$22K – – –
BBHC
659
Brown Brothers Harriman & Co
New York
$21.6K +$5.26K +62 +27%
PK
660
Pflug Koory
Nebraska
$21.2K – – –
TWM
661
Tradition Wealth Management
Minnesota
$21K -$2.12K -25 -8%
HRC
662
Hoertkorn Richard Charles
$20.2K – – –
KTC
663
Kistler-Tiffany Companies
Pennsylvania
$20.1K – – –
IFAM
664
Institutional & Family Asset Management
Colorado
$19.2K – – –
First Manhattan
665
First Manhattan
New York
$19K – – –
Lazard Asset Management
666
Lazard Asset Management
New York
$18K -$255 -3 -1%
FP
667
Financial Perspectives
Minnesota
$17.7K – – –
CSWM
668
Cassady Schiller Wealth Management
Ohio
$16.7K – – –
KFI
669
Key Financial Inc
Pennsylvania
$16.3K – – –
SA
670
SRH Advisors
Kansas
$16K – – –
SWM
671
Spire Wealth Management
Virginia
$15.8K +$4.92K +58 +38%
FMP
672
Financial Management Professionals
Texas
$15K – – –
BC
673
Belmont Capital
California
$14.7K +$16.8K +198 New
CBT
674
CoreFirst Bank & Trust
Kansas
$14.6K – – –
SIS
675
Strategic Investment Solutions
Illinois
$14K +$16K +189 New