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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
701
Trust Company of Vermont
Vermont
$12.2K – – –
RCM
702
Raleigh Capital Management
North Carolina
$11.8K +$1.85K +22 +17%
CBT
703
CoreFirst Bank & Trust
Kansas
$11.6K – – –
ZB
704
Zions Bancorporation
Utah
$11K – – –
CBT
705
Crews Bank & Trust
Florida
$11K +$12K +142 New
MAM
706
Meeder Asset Management
Ohio
$10.8K +$674 +8 +6%
HIW
707
Holos Integrated Wealth
Pennsylvania
$10.7K +$11.6K +138 New
BFS
708
Burkett Financial Services
South Carolina
$10.3K – – –
VWM
709
Vermillion Wealth Management
Minnesota
$10.2K +$11.1K +132 New
CSWM
710
Cassady Schiller Wealth Management
Ohio
$10.1K +$421 +5 +4%
SSB
711
Sandy Spring Bank
Maryland
$10.1K +$11K +130 New
GKIM
712
GW&K Investment Management
Massachusetts
$10K +$337 +4 +3%
WTFG
713
Wood Tarver Financial Group
Idaho
$10K +$11K +130 New
TSMHT
714
Thurston Springer Miller Herd & Titak
Indiana
$9.52K – – –
CAS
715
Coppell Advisory Solutions
Texas
$9.42K -$674 -8 -6%
CPG
716
Cornerstone Planning Group
New Jersey
$9.34K – – –
PPA
717
Painted Porch Advisors
California
$9.21K – – –
S
718
Sachetta
Massachusetts
$9.06K +$169 +2 +2%
CWM
719
Centricity Wealth Management
Ohio
$8.9K +$9.69K +115 New
CJH
720
Christopher J. Hasenberg
Wisconsin
$8.75K +$9.52K +113 New
TWC
721
TD Waterhouse Canada
Ontario, Canada
$8.67K – – –
RFG
722
REAP Financial Group
Texas
$8.67K +$84 +1 +0.9%
MFT
723
Moisand Fitzgerald Tamayo
Florida
$8.52K – – –
SL
724
Salomon & Ludwin
Virginia
$8.44K – – –
Q1WB
725
Quest 10 Wealth Builders
Virginia
$7.97K +$8.68K +103 New
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