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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
651
Hexagon Capital Partners
Arkansas
$41.1K +$1.46K +18 +4%
CA
652
Clearstead Advisors
Ohio
$41K -$15.9K -196 -27%
DWS
653
Dynamic Wealth Strategies
California
$41K – – –
AIM
654
Anchor Investment Management
South Carolina
$40.3K – – –
HFM
655
Harvest Fund Management
China
$40K -$152K -1,872 -79%
GFPC
656
Global Financial Private Client
Florida
$39.2K – – –
PP
657
PrairieView Partners
Minnesota
$39K – – –
M
658
MOTCO
Texas
$38.8K – – –
CH
659
Cromwell Holdings
Wyoming
$38.4K +$39.8K +490 New
DJSG
660
D.J. St. Germain
Massachusetts
$38.4K – – –
ADL
661
Asset Dedication LLC
California
$37.8K +$2.35K +29 +6%
PO
662
Private Ocean
California
$37.4K -$6.25K -77 -14%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$36.7K +$6.01K +74 +19%
FGA
664
Fortis Group Advisors
New Jersey
$35.9K – – –
BIA
665
Bell Investment Advisors
California
$35.2K – – –
PAG
666
Paladin Advisory Group
Iowa
$35K – – –
GWSG
667
GPS Wealth Strategies Group
Colorado
$34.8K +$3.25K +40 +10%
LSA
668
Leonteq Securities AG
Switzerland
$34.2K – – –
TFF
669
The Family Firm
Maryland
$32.9K +$34K +419 New
NFSG
670
Newbridge Financial Services Group
Florida
$32.8K – – –
BLC
671
Brown, Lisle/Cummings
Rhode Island
$32.6K – – –
BWAM
672
Boyd Watterson Asset Management
Ohio
$32.6K – – –
PCMC
673
Planning Capital Management Corporation
Pennsylvania
$31.1K – – –
MWA
674
Miller Wealth Advisors
Colorado
$31.1K – – –
RTC
675
Riverview Trust Company
Washington
$31.1K – – –
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