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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
701
Financial Consulate
Maryland
$48.6K – – –
SV
702
Stilwell Value
New York
$48.3K – – –
PMFA
703
Plante Moran Financial Advisors
Michigan
$48.2K – – –
M
704
MOTCO
Texas
$47.2K -$3.88K -46 -8%
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$46.9K +$5.32K +63 +13%
DWS
706
Dynamic Wealth Strategies
California
$46.6K – – –
CHC
707
City Holding Co
West Virginia
$46.3K -$9.28K -110 -17%
PFBT
708
Parkside Financial Bank & Trust
Missouri
$45.1K +$1.77K +21 +4%
TWD
709
True Wealth Design
Ohio
$45.1K +$20.2K +239 +88%
WBC
710
Westpac Banking Corp
Australia
$45.1K – – –
EW
711
Elyxium Wealth
California
$44.8K +$42.9K +508 New
NWM
712
Navigoe Wealth Management
California
$43K – – –
CYG
713
Clean Yield Group
Vermont
$42.7K -$6.33K -75 -13%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.2K – – –
KFAS
715
Keating Financial Advisory Services
Kansas
$41.8K +$39.9K +473 New
SIM
716
Sentry Investment Management
Wisconsin
$41K – – –
FGA
717
Fortis Group Advisors
New Jersey
$40.4K – – –
PAG
718
Paladin Advisory Group
Iowa
$39.6K – – –
SIC
719
SJS Investment Consulting
Ohio
$38.2K +$22.5K +266 +159%
FHA
720
Flagship Harbor Advisors
Massachusetts
$38K +$36.4K +431 New
RWM
721
Rialto Wealth Management
New York
$37.4K +$34.9K +413 +3,755%
PGAM
722
Princeton Global Asset Management
New Jersey
$37.4K +$27.2K +322 +316%
BLC
723
Brown, Lisle/Cummings
Rhode Island
$37.3K – – –
BTD
724
BankPlus Trust Department
Mississippi
$37.2K – – –
AIM
725
Anchor Investment Management
South Carolina
$36.5K – – –
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