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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$29.9K +$406 +5 +1%
RAM
677
Riggs Asset Management
Pennsylvania
$29.2K – – –
TFA
678
Toth Financial Advisory
Virginia
$28.6K – – –
SWM
679
Sugarloaf Wealth Management
Georgia
$28.6K – – –
TPCW
680
TD Private Client Wealth
New York
$27.9K +$3.33K +41 +13%
GIA
681
GHP Investment Advisors
Colorado
$26.8K +$9.34K +115 +51%
CWP
682
Concord Wealth Partners
Virginia
$26.4K -$227K -2,800 -89%
EC
683
EdgeRock Capital
Colorado
$25.5K +$26.4K +325 New
LC
684
Lindbrook Capital
California
$25.2K +$14K +173 +117%
PCA
685
Providence Capital Advisors
North Carolina
$25.1K – – –
FP
686
Financial Perspectives
Minnesota
$24.6K – – –
HWM
687
HighMark Wealth Management
Minnesota
$24.3K – – –
FFO
688
Fortitude Family Office
Arizona
$23.8K – – –
BWL
689
Bogart Wealth LLC
Virginia
$23.5K – – –
IGWM
690
ICA Group Wealth Management
Colorado
$23.5K – – –
OSNBOA
691
Old Second National Bank of Aurora
Illinois
$23.5K – – –
OLVIG
692
Oliver Lagore Vanvalin Investment Group
Michigan
$23.2K -$30.9K -380 -56%
HF
693
Halpern Financial
Virginia
$23.2K – – –
FPF
694
First Pacific Financial
Washington
$23.1K – – –
ATC
695
Advantage Trust Company
Kansas
$23K – – –
LFG
696
Larson Financial Group
Missouri
$22.8K +$22.4K +276 +1,971%
FHA
697
First Horizon Advisors
Tennessee
$22.6K +$487 +6 +2%
NSIM
698
North Star Investment Management
Illinois
$21.7K – – –
HRC
699
Hoertkorn Richard Charles
$21.3K – – –
CFFP
700
Center for Financial Planning
Michigan
$20.7K – – –
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