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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
676
HighMark Wealth Management
Minnesota
$26.6K – – –
FFO
677
Fortitude Family Office
Arizona
$26.1K – – –
BWL
678
Bogart Wealth LLC
Virginia
$25.8K – – –
OSNBOA
679
Old Second National Bank of Aurora
Illinois
$25.8K – – –
PTC
680
Private Trust Company
Ohio
$25.7K +$3.96K +49 +20%
OLVIG
681
Oliver Lagore Vanvalin Investment Group
Michigan
$25.4K – – –
FPF
682
First Pacific Financial
Washington
$25.3K – – –
HF
683
Halpern Financial
Virginia
$25.2K – – –
PK
684
Pflug Koory
Nebraska
$24.5K +$23K +285 New
NSIM
685
North Star Investment Management
Illinois
$23.8K – – –
HRC
686
Hoertkorn Richard Charles
$23.4K – – –
CFFP
687
Center for Financial Planning
Michigan
$22.7K – – –
CT
688
Colonial Trust
South Carolina
$20.4K +$646 +8 +3%
CT
689
Caldwell Trust
Florida
$20.2K – – –
CFD
690
Creative Financial Designs
Indiana
$19.6K +$6.62K +82 +56%
MCI
691
MRP Capital Investments
Georgia
$19.3K +$18.2K +225 New
LC
692
Lindbrook Capital
California
$19.2K -$7.92K -98 -31%
VNA
693
Valley National Advisers
Pennsylvania
$19K -$44.9K -556 -71%
C
694
Covestor
United Kingdom
$19K +$565 +7 +3%
BGAI
695
Bruce G. Allen Investments
Colorado
$19K – – –
KFI
696
Key Financial Inc
Pennsylvania
$18.8K – – –
SA
697
SRH Advisors
Kansas
$18.1K – – –
DIP
698
DT Investment Partners
Pennsylvania
$18K +$17K +210 New
MCM
699
MV Capital Management
Maryland
$17.8K -$646 -8 -4%
USB
700
Union Savings Bank
Connecticut
$16.8K – – –
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