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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
701
YANKCOM Partnership
South Dakota
$23.4K +$2.72K +34 +14%
NSIM
702
North Star Investment Management
Illinois
$23K – – –
HRC
703
Hoertkorn Richard Charles
$22.6K – – –
TWD
704
True Wealth Design
Ohio
$22.6K +$879 +11 +4%
SL
705
Salomon & Ludwin
Virginia
$22.2K +$12.3K +154 +141%
CFFP
706
Center for Financial Planning
Michigan
$21.9K – – –
KFI
707
Key Financial Inc
Pennsylvania
$21K – – –
FHC
708
First Horizon Corporation
Tennessee
$19.9K +$19.2K +240 New
DJSG
709
D.J. St. Germain
Massachusetts
$19.8K – – –
FP
710
Financial Perspectives
Minnesota
$19.7K – – –
GBT
711
Grove Bank & Trust
Florida
$19.6K – – –
CT
712
Caldwell Trust
Florida
$19.5K – – –
VNA
713
Valley National Advisers
Pennsylvania
$19K – – –
GKIM
714
GW&K Investment Management
Massachusetts
$19K +$1.36K +17 +8%
CTB
715
Country Trust Bank
Illinois
$18.3K +$17.7K +221 New
SA
716
SRH Advisors
Kansas
$17.5K – – –
DIP
717
DT Investment Partners
Pennsylvania
$17.4K – – –
FFA
718
Frazier Financial Advisors
Ohio
$17.2K – – –
KTC
719
Kentucky Trust Company
Kentucky
$16.6K – – –
NECFA
720
New England Capital Financial Advisors
Connecticut
$16.6K – – –
TCOT
721
Trust Company of Toledo
Ohio
$16.6K – – –
ST
722
Smithfield Trust
Pennsylvania
$16K – – –
NS
723
NBC Securities
Alabama
$15.8K – – –
ABWM
724
Alpine Bank Wealth Management
Colorado
$15.7K – – –
SIS
725
Strategic Investment Solutions
Illinois
$15.7K – – –
27 28
29
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