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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
651
N.E.W. Advisory Services
Wisconsin
$57.2K +$56.4K +678 New
C
652
Covestor
United Kingdom
$57K +$11.5K +138 +26%
CA
653
Clearstead Advisors
Ohio
$55.3K +$10.5K +126 +24%
TF
654
Tompkins Financial
New York
$54.8K +$54.1K +650 New
CHC
655
City Holding Co
West Virginia
$53.6K -$22.7K -273 -30%
WAS
656
Winch Advisory Services
Wisconsin
$52.1K +$333 +4 +0.7%
PFPT
657
Pinnacle Financial Partners (Tennessee)
Tennessee
$51.4K – – –
FAM
658
Flaharty Asset Management
Florida
$51.4K +$50.7K +609 New
M
659
MOTCO
Texas
$51.1K +$25.9K +312 +106%
GSWM
660
Golden State Wealth Management
California
$50.3K – – –
BL
661
BFSG LLC
California
$49.9K +$1.5K +18 +3%
HBW
662
Hazlett, Burt & Watson
West Virginia
$49K – – –
SIA
663
Sit Investment Associates
Minnesota
$49K – – –
HWM
664
Hemington Wealth Management
Virginia
$49K +$6.24K +75 +15%
DMBA
665
Deseret Mutual Benefit Administrators
Utah
$48.7K -$41.7K -501 -46%
LB
666
Legacy Bridge
Iowa
$48.1K – – –
CYG
667
Clean Yield Group
Vermont
$47.2K – – –
MWM
668
MorganRosel Wealth Management
Colorado
$46.2K +$45.6K +548 New
SV
669
Stilwell Value
New York
$46.1K – – –
PMFA
670
Plante Moran Financial Advisors
Michigan
$46.1K -$416 -5 -0.9%
HCP
671
Hexagon Capital Partners
Arkansas
$45.1K -$3.16K -38 -7%
SIM
672
Sentry Investment Management
Wisconsin
$45K -$15.6K -188 -23%
GFPC
673
Global Financial Private Client
Florida
$44.7K +$1.75K +21 +4%
DWS
674
Dynamic Wealth Strategies
California
$44.5K +$43.9K +528 New
OP
675
ORG Partners
Indiana
$43.3K -$23.6K -284 -36%
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