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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
651
Bell Investment Advisors
California
$38K -$565 -7 -2%
WWP
652
WR Wealth Planners
Missouri
$37.1K -$17K -211 -33%
DJSG
653
D.J. St. Germain
Massachusetts
$36.7K -$5.01K -62 -13%
MWA
654
Miller Wealth Advisors
Colorado
$36.1K – – –
NFSG
655
Newbridge Financial Services Group
Florida
$35.9K – – –
BLC
656
Brown, Lisle/Cummings
Rhode Island
$35.7K – – –
RTC
657
Riverview Trust Company
Washington
$34K – – –
SWM
658
Spire Wealth Management
Virginia
$33.5K +$727 +9 +2%
PFG
659
Peterson Financial Group
Iowa
$33.1K +$31.1K +385 New
GIA
660
GHP Investment Advisors
Colorado
$33K +$3.47K +43 +13%
BWAM
661
Boyd Watterson Asset Management
Ohio
$32.9K -$2.58K -32 -8%
M
662
MOTCO
Texas
$32.5K -$9.37K -116 -23%
RAM
663
Riggs Asset Management
Pennsylvania
$32K – – –
PCMC
664
Planning Capital Management Corporation
Pennsylvania
$31.4K -$2.5K -31 -8%
TFA
665
Toth Financial Advisory
Virginia
$31.4K – – –
SWM
666
Sugarloaf Wealth Management
Georgia
$31.3K – – –
TPCW
667
TD Private Client Wealth
New York
$30.8K +$162 +2 +0.6%
TCM
668
TD Capital Management
Tennessee
$29.8K +$28K +347 New
FHA
669
First Horizon Advisors
Tennessee
$28.1K +$3.15K +39 +14%
VCM
670
Versant Capital Management
Arizona
$27.9K +$5.49K +68 +26%
PCA
671
Providence Capital Advisors
North Carolina
$27.5K – – –
BCMLT
672
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.2K +$8.08K +100 +46%
FP
673
Financial Perspectives
Minnesota
$27K – – –
HWM
674
HighMark Wealth Management
Minnesota
$26.6K – – –
FFO
675
Fortitude Family Office
Arizona
$26.1K – – –
25 26
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