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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
726
Pingora Partners
Wyoming
$108K – – –
CHC
727
City Holding Co
West Virginia
$104K +$44.6K +439 +84%
PB
728
Pinnacle Bancorp
Nebraska
$102K – – –
LWCFA
729
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$102K – – –
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K – – –
LAS
731
Lloyd Advisory Services
Georgia
$97.5K +$91.8K +904 New
CWP
732
Concord Wealth Partners
Virginia
$94.6K +$89.1K +878 New
TFM
733
TFC Financial Management
Massachusetts
$91K – – –
NEWAS
734
N.E.W. Advisory Services
Wisconsin
$88.3K +$26.3K +259 +46%
CIM
735
Contravisory Investment Management
Massachusetts
$82.9K +$78.1K +769 New
BC
736
Burnham & Co
Michigan
$80.8K +$76.1K +750 New
BF
737
BOK Financial
Oklahoma
$80K +$5.99K +59 +9%
PGAM
738
Princeton Global Asset Management
New Jersey
$80K +$31.7K +312 +73%
O
739
Ossiam
France
$73.9K +$22.4K +221 +48%
CH
740
Cromwell Holdings
Wyoming
$72.6K +$3.25K +32 +5%
VWM
741
Vermillion Wealth Management
Minnesota
$72.5K +$53.4K +526 +358%
TF
742
Tompkins Financial
New York
$70.1K – – –
PNC
743
Park National Corp
Ohio
$69.1K -$10.2K -100 -13%
SNB
744
Security National Bank
Nebraska
$68K -$33.4K -329 -34%
KFAS
745
Keating Financial Advisory Services
Kansas
$67.1K +$8.73K +86 +16%
FC
746
Financial Consulate
Maryland
$66.2K +$3.96K +39 +7%
CCWM
747
Cassaday & Co Wealth Management
Virginia
$65.5K +$102 +1 +0.2%
FHC
748
First Horizon Corporation
Tennessee
$63.9K – – –
IAIM
749
International Assets Investment Management
Florida
$63.7K +$15.7K +155 +36%
IA
750
IFG Advisory
Georgia
$63.3K +$59.6K +587 New
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