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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FP
651
Financial Perspectives
Minnesota
$24.7K
HWM
652
HighMark Wealth Management
Minnesota
$24.4K
BWL
653
Bogart Wealth LLC
Virginia
$24.2K +$579 +8 +3%
CFB
654
Cullen/Frost Bankers
Texas
$24.1K -$22K -304 -50%
TSW
655
Thompson Siegel & Walmsley
Virginia
$24K
RDIA
656
RE Dickinson Investment Advisors
Iowa
$24K +$4.92K +68 +10%
FFO
657
Fortitude Family Office
Arizona
$23.9K +$22K +304 New
OSNBOA
658
Old Second National Bank of Aurora
Illinois
$23.6K
IGWM
659
ICA Group Wealth Management
Colorado
$23.6K +$21.7K +300 New
HF
660
Halpern Financial
Virginia
$23.3K
ATC
661
Advantage Trust Company
Kansas
$23.1K +$21.2K +293 New
TWM
662
Tradition Wealth Management
Minnesota
$23K +$724 +10 +4%
BBHC
663
Brown Brothers Harriman & Co
New York
$22.7K -$1.59K -22 -7%
PK
664
Pflug Koory
Nebraska
$22.4K
NSIM
665
North Star Investment Management
Illinois
$21.8K +$19.2K +265 +2,208%
HRC
666
Hoertkorn Richard Charles
$21.4K
IFAM
667
Institutional & Family Asset Management
Colorado
$20.4K
RIM
668
Rockbridge Investment Management
New York
$20.3K +$18.7K +258 New
PTC
669
Private Trust Company
Ohio
$19.7K +$2.39K +33 +15%
Lazard Asset Management
670
Lazard Asset Management
New York
$19K +$435 +6 +3%
CT
671
Caldwell Trust
Florida
$18.5K
GIA
672
GHP Investment Advisors
Colorado
$17.8K -$11.4K -158 -41%
CSWM
673
Cassady Schiller Wealth Management
Ohio
$17.7K
SIC
674
Salem Investment Counselors
North Carolina
$17.5K +$16.2K +223 New
BGAI
675
Bruce G. Allen Investments
Colorado
$17.4K +$16K +221 New