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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
651
Miller Wealth Advisors
Colorado
$34.2K – – –
RTC
652
Riverview Trust Company
Washington
$34.2K +$31.8K +396 New
MA
653
MCF Advisors
Kentucky
$34K – – –
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$34K +$4.17K +52 +15%
SWM
655
Spire Wealth Management
Virginia
$32.5K +$241 +3 +0.8%
RAM
656
Riggs Asset Management
Pennsylvania
$32.1K – – –
TFA
657
Toth Financial Advisory
Virginia
$31.5K – – –
SWM
658
Sugarloaf Wealth Management
Georgia
$31.4K – – –
PCA
659
Providence Capital Advisors
North Carolina
$27.6K – – –
TPCW
660
TD Private Client Wealth
New York
$27.2K -$94.1K -1,173 -79%
FP
661
Financial Perspectives
Minnesota
$27.1K – – –
HWM
662
HighMark Wealth Management
Minnesota
$26.8K – – –
FFO
663
Fortitude Family Office
Arizona
$26.2K – – –
BWL
664
Bogart Wealth LLC
Virginia
$25.9K -$642 -8 -3%
IGWM
665
ICA Group Wealth Management
Colorado
$25.9K – – –
OSNBOA
666
Old Second National Bank of Aurora
Illinois
$25.9K – – –
FPF
667
First Pacific Financial
Washington
$25.5K -$21.6K -269 -48%
HF
668
Halpern Financial
Virginia
$25.4K – – –
ATC
669
Advantage Trust Company
Kansas
$25.3K – – –
PK
670
Pflug Koory
Nebraska
$24.6K – – –
FHA
671
First Horizon Advisors
Tennessee
$24.3K -$4.82K -60 -18%
IBOK
672
Independence Bank of Kentucky
Kentucky
$24.2K +$22.5K +280 New
NSIM
673
North Star Investment Management
Illinois
$23.9K – – –
HRC
674
Hoertkorn Richard Charles
$23.5K – – –
CFFP
675
Center for Financial Planning
Michigan
$22.8K +$9.63K +120 +83%
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