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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
676
Steward Financial Group
Texas
$29K +$30.6K +357 New
CT
677
Caldwell Trust
Florida
$28.1K +$1.11K +13 +4%
VNA
678
Valley National Advisers
Pennsylvania
$27K +$172 +2 +0.7%
MAWCM
679
Mine & Arao Wealth Creation & Management
California
$26.9K – – –
PCA
680
Providence Capital Advisors
North Carolina
$26.9K – – –
HWM
681
HighMark Wealth Management
Minnesota
$26K – – –
AP
682
Atwood & Palmer
Missouri
$25.3K – – –
BWL
683
Bogart Wealth LLC
Virginia
$25.2K – – –
OSNBOA
684
Old Second National Bank of Aurora
Illinois
$25.2K – – –
MWM
685
MinichMacGregor Wealth Management
New York
$25.2K +$25.7K +300 New
TSW
686
Thompson Siegel & Walmsley
Virginia
$25K – – –
TWM
687
Tradition Wealth Management
Minnesota
$25K +$2.57K +30 +11%
HF
688
Halpern Financial
Virginia
$24.8K – – –
PK
689
Pflug Koory
Nebraska
$24K – – –
HRC
690
Hoertkorn Richard Charles
$22.8K – – –
KTC
691
Kistler-Tiffany Companies
Pennsylvania
$22.7K – – –
AWM
692
Avior Wealth Management
Nebraska
$22.2K +$86 +1 +0.4%
IFAM
693
Institutional & Family Asset Management
Colorado
$21.7K – – –
First Manhattan
694
First Manhattan
New York
$21.5K – – –
Lazard Asset Management
695
Lazard Asset Management
New York
$21K +$515 +6 +2%
GBT
696
Grove Bank & Trust
Florida
$21K +$21.4K +250 New
HC
697
Hoese & Co
Minnesota
$20K – – –
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$20K +$172 +2 +0.8%
FP
699
Financial Perspectives
Minnesota
$20K -$8.84K -103 -30%
LC
700
Lindbrook Capital
California
$19.9K +$2.15K +25 +12%