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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
701
Versant Capital Management
Arizona
$20.2K +$17.2K +212 +471%
PTC
702
Private Trust Company
Ohio
$19.6K – – –
CT
703
Caldwell Trust
Florida
$18.4K – – –
CT
704
Colonial Trust
South Carolina
$18.2K -$23.3K -287 -56%
CSWM
705
Cassady Schiller Wealth Management
Ohio
$17.7K – – –
BGAI
706
Bruce G. Allen Investments
Colorado
$17.3K – – –
KFI
707
Key Financial Inc
Pennsylvania
$17.2K – – –
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$4.71K +58 +36%
C
709
Covestor
United Kingdom
$17K -$83.8K -1,032 -83%
MCM
710
MV Capital Management
Maryland
$16.9K -$61.6K -759 -78%
SA
711
SRH Advisors
Kansas
$16.6K – – –
SIS
712
Strategic Investment Solutions
Illinois
$15.4K +$15.3K +189 New
CC
713
Cultivar Capital
Texas
$15.4K +$15.9K +196 New
IFAM
714
Institutional & Family Asset Management
Colorado
$15.3K – – –
USB
715
Union Savings Bank
Connecticut
$15.3K – – –
ST
716
Smithfield Trust
Pennsylvania
$15K – – –
WIA
717
Wetzel Investment Advisors
Indiana
$14.8K – – –
RWMG
718
Redwood Wealth Management Group
New Jersey
$14.1K +$14.6K +180 New
NS
719
NBC Securities
Alabama
$14K – – –
GLR
720
Great Lakes Retirement
Ohio
$13.8K +$14.3K +176 New
RCM
721
Raleigh Capital Management
North Carolina
$13.7K +$3.17K +39 +29%
IRC
722
Investors Research Corp
Georgia
$13.6K – – –
HGA
723
Hobbs Group Advisors
South Carolina
$13.5K +$14K +172 New
PWMG
724
Private Wealth Management Group
New Jersey
$12.6K – – –
ZB
725
Zions Bancorporation
Utah
$12.3K -$650 -8 -5%
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