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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
701
DT Investment Partners
Pennsylvania
$16.7K – – –
FHA
702
First Horizon Advisors
Tennessee
$16.7K – – –
FFA
703
Frazier Financial Advisors
Ohio
$16.5K +$10.9K +142 +215%
ACA
704
Atlas Capital Advisors
Wyoming
$16.5K -$124K -1,610 -89%
KTC
705
Kentucky Trust Company
Kentucky
$15.9K – – –
NECFA
706
New England Capital Financial Advisors
Connecticut
$15.9K +$15.4K +200 New
TCOT
707
Trust Company of Toledo
Ohio
$15.9K +$15.4K +200 New
CT
708
Clearstead Trust
Maine
$15.7K -$2.15K -28 -12%
USB
709
Union Savings Bank
Connecticut
$15.2K – – –
ABWM
710
Alpine Bank Wealth Management
Colorado
$15K – – –
SIS
711
Strategic Investment Solutions
Illinois
$15K – – –
NS
712
NBC Securities
Alabama
$15K – – –
ST
713
Smithfield Trust
Pennsylvania
$15K – – –
SS
714
SBI Securities
Japan
$14.7K -$1.84K -24 -11%
IRC
715
Investors Research Corp
Georgia
$13.7K – – –
SWP
716
Strategic Wealth Partners
Ohio
$13.7K +$13.3K +173 New
TFG
717
Team Financial Group
California
$13.6K +$13.1K +171 New
BGAI
718
Bruce G. Allen Investments
Colorado
$13.5K -$3.22K -42 -20%
HWA
719
HHM Wealth Advisors
Tennessee
$13.4K – – –
MAM
720
Marquette Asset Management
Minnesota
$13.3K -$425K -5,534 -97%
SIC
721
SJS Investment Consulting
Ohio
$13.1K -$1.15K -15 -8%
ADL
722
Asset Dedication LLC
California
$12.8K – – –
QPBE
723
Quintet Private Bank (Europe)
Luxembourg
$12.7K +$12.3K +160 New
TCOV
724
Trust Company of Vermont
Vermont
$12.5K – – –
ZBNA
725
Zions Bancorporation, National Association
Utah
$11.9K -$19.5K -254 -63%
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