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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
701
Pin Oak Investment Advisors
Texas
$6K – – –
ME
702
McIlrath & Eck
Washington
$5.38K – – –
GC
703
Globeflex Capital
California
$4.78K – – –
AWM
704
Abound Wealth Management
Tennessee
$3.88K +$721 +10 +24%
SIC
705
SJS Investment Consulting
Ohio
$3.11K +$1.23K +17 +71%
RWM
706
Raffa Wealth Management
District of Columbia
$3.11K – – –
GWMI
707
Guardian Wealth Management (Illinois)
Illinois
$3.06K – – –
HS
708
Horan Securities
United States
$3.03K – – –
SIA
709
SkyView Investment Advisors
New Jersey
$3K +$649 +9 +35%
VCM
710
Versant Capital Management
Arizona
$2.81K – – –
SWA
711
SOA Wealth Advisors
New York
$2.66K – – –
DI
712
Disciplined Investments
Oklahoma
$2.65K – – –
PSB
713
Piscataqua Savings Bank
New Hampshire
$2.65K – – –
PWMG
714
Prestige Wealth Management Group
New Jersey
$2.58K – – –
TFM
715
TFC Financial Management
Massachusetts
$2.44K – – –
CWC
716
Carolinas Wealth Consulting
North Carolina
$2.2K – – –
IPW
717
Impact Partnership Wealth
Georgia
$1.9K +$1.8K +25 New
GWSA
718
Global Wealth Strategies & Associates
Colorado
$1.52K – – –
WPA
719
West Paces Advisors
Georgia
$1.44K – – –
TAM
720
Tucker Asset Management
Colorado
$1.36K – – –
Kayne Anderson Rudnick Investment Management
721
Kayne Anderson Rudnick Investment Management
California
$1.14K +$1.08K +15 New
TFA
722
Transamerica Financial Advisors
Florida
$1K – – –
BG
723
Bollard Group
Massachusetts
$1K +$1.08K +15 New
LFG
724
Larson Financial Group
Missouri
$926 – – –
NSIM
725
North Star Investment Management
Illinois
$910 – – –