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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
701
Zullo Investment Group
Pennsylvania
$19.7K – – –
BBHC
702
Brown Brothers Harriman & Co
New York
$19.1K -$6.09K -71 -24%
SSG
703
Summit Securities Group
New York
$19K -$5.23K -61 -21%
CSWM
704
Cassady Schiller Wealth Management
Ohio
$18.9K +$19.3K +225 New
SA
705
SRH Advisors
Kansas
$18K – – –
GIA
706
GHP Investment Advisors
Colorado
$17.1K +$86 +1 +0.5%
FMP
707
Financial Management Professionals
Texas
$17K – – –
IGWM
708
ICA Group Wealth Management
Colorado
$16.8K +$17.2K +200 New
GRP
709
Global Retirement Partners
California
$16.7K +$6.09K +71 +55%
CBT
710
CoreFirst Bank & Trust
Kansas
$16.5K – – –
USCWA
711
U.S. Capital Wealth Advisors
Texas
$16.1K +$16.5K +192 New
ST
712
Smithfield Trust
Pennsylvania
$16K – – –
KFI
713
Key Financial Inc
Pennsylvania
$15.8K – – –
Fuller & Thaler Asset Management
714
Fuller & Thaler Asset Management
California
$14K +$14.4K +168 New
CFD
715
Creative Financial Designs
Indiana
$13.9K – – –
BCMLT
716
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.3K +$3.17K +37 +30%
PCM
717
Peregrine Capital Management
Minnesota
$13K – – –
SWM
718
Spire Wealth Management
Virginia
$13K +$172 +2 +1%
ZB
719
Zions Bancorporation
Utah
$12.8K -$6.43K -75 -33%
MCM
720
MV Capital Management
Maryland
$12.6K – – –
EBA
721
Eagle Bay Advisors
New York
$12.3K +$1.97K +23 +19%
RDFA
722
Ritter Daniher Financial Advisory
Ohio
$12.1K -$257 -3 -2%
CT
723
Colonial Trust
South Carolina
$11.4K +$11.4K +133 New
BAAM
724
Baker Avenue Asset Management
California
$11K +$11.2K +131 New
AWM
725
Accurate Wealth Management
Florida
$10.6K +$10.4K +121 New