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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SNB
676
Security National Bank
Nebraska
– -$211K -4,257 Closed
PHK
677
Point72 Hong Kong
Hong Kong
– -$210K -4,234 Closed
4WM
678
44 Wealth Management
Oregon
– -$201K -4,048 Closed
ASN
679
Advisory Services Network
Georgia
– -$151K -3,050 Closed
PWPS
680
Pinnacle Wealth Planning Services
Ohio
– -$91K -1,831 Closed
OIM
681
Oder Investment Management
California
– -$90K -1,800 Closed
TPWA
682
TRUE Private Wealth Advisors
Oregon
– -$51K -1,046 Closed
VCG
683
Vantage Consulting Group
Virginia
– -$47K -942 Closed
TF
684
Tompkins Financial
New York
– -$41K -835 Closed
TI
685
tru Independence
Oregon
– -$39 -783 Closed
IA
686
Inspire Advisors
Idaho
– -$33K -664 Closed
CYG
687
Clean Yield Group
Vermont
– -$33K -659 Closed
RWA
688
Ropes Wealth Advisors
Massachusetts
– -$26K -517 Closed
T
689
TOBAM
France
– -$25K -500 Closed
LWCFA
690
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$22K -450 Closed
GIA
691
Goodwin Investment Advisory
Georgia
– -$21K -431 Closed
RPWA
692
Regent Peak Wealth Advisors
Georgia
– -$19K -393 Closed
VRM
693
Vectors Research Management
New York
– -$19K -393 Closed
CCA
694
Childress Capital Advisors
Texas
– -$17K -338 Closed
AWG
695
Altus Wealth Group
Colorado
– -$15K -302 Closed
TCM
696
Tradewinds Capital Management
Washington
– -$15K -300 Closed
HI
697
Human Investing
Oregon
– -$11K -225 Closed
CAAS
698
Capital Asset Advisory Services
Michigan
– -$10K -196 Closed
LWP
699
Laurel Wealth Planning
Minnesota
– -$9K -183 Closed
WT
700
Whittier Trust
California
– -$7K -139 Closed