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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
701
Alpine Bank Wealth Management
Colorado
$16.2K +$15.3K +189 New
SIS
702
Strategic Investment Solutions
Illinois
$16.2K – – –
LIS
703
Legacy Investment Solutions
Idaho
$16K +$14.9K +185 New
LWMI
704
Legacy Wealth Management (Idaho)
Idaho
$16K +$14.9K +185 New
NS
705
NBC Securities
Alabama
$16K – – –
ST
706
Smithfield Trust
Pennsylvania
$16K – – –
SIC
707
SJS Investment Consulting
Ohio
$15.9K +$12.2K +151 +444%
LWANC
708
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.5K +$14.5K +180 New
IRC
709
Investors Research Corp
Georgia
$14.9K – – –
HGA
710
Hobbs Group Advisors
South Carolina
$14.8K – – –
ATS
711
Ashton Thomas Securities
New York
$14.2K +$13.3K +165 New
PWMG
712
Private Wealth Management Group
New Jersey
$13.8K – – –
TCOV
713
Trust Company of Vermont
Vermont
$13.5K +$12.7K +157 New
CBT
714
CoreFirst Bank & Trust
Kansas
$12.9K +$12.1K +150 New
ZB
715
Zions Bancorporation
Utah
$12.2K -$1.21K -15 -10%
NMG
716
New Millennium Group
Utah
$11.7K – – –
BFS
717
Burkett Financial Services
South Carolina
$11.4K +$10.7K +133 New
MAM
718
Meeder Asset Management
Ohio
$11.3K +$10.7K +132 New
GJWM
719
Gilliland Jeter Wealth Management
Arkansas
$11.3K – – –
CAS
720
Coppell Advisory Solutions
Texas
$11.2K +$646 +8 +7%
RCM
721
Raleigh Capital Management
North Carolina
$11.2K -$3.55K -44 -25%
GKIM
722
GW&K Investment Management
Massachusetts
$11K -$727 -9 -7%
CSWM
723
Cassady Schiller Wealth Management
Ohio
$10.7K -$8.08K -100 -44%
TSMHT
724
Thurston Springer Miller Herd & Titak
Indiana
$10.6K – – –
PPA
725
Painted Porch Advisors
California
$10.2K – – –
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