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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
701
Cromwell Holdings
Wyoming
$57.9K – – –
BL
702
BFSG LLC
California
$55.7K -$366 -4 -0.6%
CCWM
703
Cassaday & Co Wealth Management
Virginia
$54.7K +$55.5K +607 New
FHC
704
First Horizon Corporation
Tennessee
$53.4K +$914 +10 +2%
HBW
705
Hazlett, Burt & Watson
West Virginia
$53K -$5.94K -65 -10%
FC
706
Financial Consulate
Maryland
$51.8K +$2.19K +24 +4%
LB
707
Legacy Bridge
Iowa
$51.4K – – –
BHWM
708
Bay Harbor Wealth Management
Maryland
$50.6K +$48.9K +535 +2,058%
WAS
709
Winch Advisory Services
Wisconsin
$50.5K +$366 +4 +0.7%
NEWAS
710
N.E.W. Advisory Services
Wisconsin
$50.5K – – –
DWS
711
Dynamic Wealth Strategies
California
$50.3K +$2.74K +30 +6%
OL
712
OneFund LLC
Florida
$49.5K -$6.22K -68 -11%
PFBT
713
Parkside Financial Bank & Trust
Missouri
$49.3K +$3.29K +36 +7%
SV
714
Stilwell Value
New York
$49.3K – – –
PMFA
715
Plante Moran Financial Advisors
Michigan
$49.2K – – –
KFAS
716
Keating Financial Advisory Services
Kansas
$48.3K +$5.76K +63 +13%
M
717
MOTCO
Texas
$48.2K – – –
CHC
718
City Holding Co
West Virginia
$47.3K – – –
FCT
719
First Community Trust
Iowa
$46.6K -$34.4K -376 -42%
TWD
720
True Wealth Design
Ohio
$46.4K +$366 +4 +0.8%
WBC
721
Westpac Banking Corp
Australia
$46K – – –
TFIPS
722
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.1K +$45.7K +500 New
PWA
723
Physician Wealth Advisors
Utah
$43.6K -$9.69K -106 -18%
CYG
724
Clean Yield Group
Vermont
$43.6K – – –
NWM
725
Navigoe Wealth Management
California
$43K – – –
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