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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
FGAM
717
Financial Gravity Asset Management
Texas
$1.95K +$144 +2 +3%
IPW
718
Impact Partnership Wealth
Georgia
$1.9K +$1.8K +25 New
GWSA
719
Global Wealth Strategies & Associates
Colorado
$1.52K
WPA
720
West Paces Advisors
Georgia
$1.44K
TAM
721
Tucker Asset Management
Colorado
$1.36K
Kayne Anderson Rudnick Investment Management
722
Kayne Anderson Rudnick Investment Management
California
$1.14K +$1.08K +15 New
TFA
723
Transamerica Financial Advisors
Florida
$1K
BG
724
Bollard Group
Massachusetts
$1K +$1.08K +15 New
LFG
725
Larson Financial Group
Missouri
$926