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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Private Trust Company
Ohio
$19.6K – – –
CT
702
Caldwell Trust
Florida
$18.4K – – –
CT
703
Colonial Trust
South Carolina
$18.2K -$23.3K -287 -56%
CSWM
704
Cassady Schiller Wealth Management
Ohio
$17.7K – – –
BGAI
705
Bruce G. Allen Investments
Colorado
$17.3K – – –
KFI
706
Key Financial Inc
Pennsylvania
$17.2K – – –
BCMLT
707
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$4.71K +58 +36%
C
708
Covestor
United Kingdom
$17K -$83.8K -1,032 -83%
MCM
709
MV Capital Management
Maryland
$16.9K -$61.6K -759 -78%
SA
710
SRH Advisors
Kansas
$16.6K – – –
SIS
711
Strategic Investment Solutions
Illinois
$15.4K +$15.3K +189 New
CC
712
Cultivar Capital
Texas
$15.4K +$15.9K +196 New
IFAM
713
Institutional & Family Asset Management
Colorado
$15.3K – – –
USB
714
Union Savings Bank
Connecticut
$15.3K – – –
ST
715
Smithfield Trust
Pennsylvania
$15K – – –
WIA
716
Wetzel Investment Advisors
Indiana
$14.8K – – –
RWMG
717
Redwood Wealth Management Group
New Jersey
$14.1K +$14.6K +180 New
NS
718
NBC Securities
Alabama
$14K – – –
GLR
719
Great Lakes Retirement
Ohio
$13.8K +$14.3K +176 New
RCM
720
Raleigh Capital Management
North Carolina
$13.7K +$3.17K +39 +29%
IRC
721
Investors Research Corp
Georgia
$13.6K – – –
HGA
722
Hobbs Group Advisors
South Carolina
$13.5K +$14K +172 New
PWMG
723
Private Wealth Management Group
New Jersey
$12.6K – – –
ZB
724
Zions Bancorporation
Utah
$12.3K -$650 -8 -5%
CFD
725
Creative Financial Designs
Indiana
$11.5K +$81 +1 +0.7%
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