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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
701
New Age Alpha Advisors
New York
$16.5K +$15.5K +192 New
UCI
702
Uncommon Cents Investing
Wisconsin
$16.4K +$15.4K +191 New
ABWM
703
Alpine Bank Wealth Management
Colorado
$16.2K +$15.3K +189 New
SIS
704
Strategic Investment Solutions
Illinois
$16.2K – – –
LIS
705
Legacy Investment Solutions
Idaho
$16K +$14.9K +185 New
LWMI
706
Legacy Wealth Management (Idaho)
Idaho
$16K +$14.9K +185 New
NS
707
NBC Securities
Alabama
$16K – – –
ST
708
Smithfield Trust
Pennsylvania
$16K – – –
SIC
709
SJS Investment Consulting
Ohio
$15.9K +$12.2K +151 +444%
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.5K +$14.5K +180 New
IRC
711
Investors Research Corp
Georgia
$14.9K – – –
HGA
712
Hobbs Group Advisors
South Carolina
$14.8K – – –
ATS
713
Ashton Thomas Securities
New York
$14.2K +$13.3K +165 New
PWMG
714
Private Wealth Management Group
New Jersey
$13.8K – – –
TCOV
715
Trust Company of Vermont
Vermont
$13.5K +$12.7K +157 New
CBT
716
CoreFirst Bank & Trust
Kansas
$12.9K +$12.1K +150 New
ZB
717
Zions Bancorporation
Utah
$12.2K -$1.21K -15 -10%
NMG
718
New Millennium Group
Utah
$11.7K – – –
BFS
719
Burkett Financial Services
South Carolina
$11.4K +$10.7K +133 New
MAM
720
Meeder Asset Management
Ohio
$11.3K +$10.7K +132 New
GJWM
721
Gilliland Jeter Wealth Management
Arkansas
$11.3K – – –
CAS
722
Coppell Advisory Solutions
Texas
$11.2K +$646 +8 +7%
RCM
723
Raleigh Capital Management
North Carolina
$11.2K -$3.55K -44 -25%
GKIM
724
GW&K Investment Management
Massachusetts
$11K -$727 -9 -7%
CSWM
725
Cassady Schiller Wealth Management
Ohio
$10.7K -$8.08K -100 -44%
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