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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
701
Physician Wealth Advisors
Utah
$31.6K – – –
RAM
702
Riggs Asset Management
Pennsylvania
$31.4K – – –
TFA
703
Toth Financial Advisory
Virginia
$30.8K – – –
BIA
704
Bell Investment Advisors
California
$30.2K – – –
TCM
705
TD Capital Management
Tennessee
$29.8K +$250 +3 +0.9%
CW
706
Curio Wealth
Maryland
$29.3K -$31.4K -378 -100%
CT
707
Colonial Trust
South Carolina
$29.3K +$2K +24 +7%
PTC
708
Private Trust Company
Ohio
$28.5K -$4.08K -49 -13%
AF
709
Advisornet Financial
Minnesota
$27.1K +$83 +1 +0.3%
FP
710
Financial Perspectives
Minnesota
$26.5K – – –
CWP
711
Concord Wealth Partners
Virginia
$26.2K – – –
TPCW
712
TD Private Client Wealth
New York
$25.8K -$3.41K -41 -12%
BWL
713
Bogart Wealth LLC
Virginia
$25.8K +$499 +6 +2%
NAAA
714
New Age Alpha Advisors
New York
$25.5K +$1.5K +18 +6%
DJSG
715
D.J. St. Germain
Massachusetts
$25.4K -$5.32K -64 -18%
OSNBOA
716
Old Second National Bank of Aurora
Illinois
$25.3K -$665 -8 -3%
FPF
717
First Pacific Financial
Washington
$24.9K – – –
PK
718
Pflug Koory
Nebraska
$24K – – –
NSIM
719
North Star Investment Management
Illinois
$23.4K – – –
HRC
720
Hoertkorn Richard Charles
$22.9K – – –
CFFP
721
Center for Financial Planning
Michigan
$22.3K – – –
BCMLT
722
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.3K +$250 +3 +1%
BWAM
723
Boyd Watterson Asset Management
Ohio
$21.3K -$10.8K -130 -34%
KFI
724
Key Financial Inc
Pennsylvania
$21.3K – – –
RF
725
Rossby Financial
Florida
$21.3K +$24.1K +290 New
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