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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
726
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K – – –
LAS
727
Lloyd Advisory Services
Georgia
$97.5K +$91.8K +904 New
CWP
728
Concord Wealth Partners
Virginia
$94.6K +$89.1K +878 New
TFM
729
TFC Financial Management
Massachusetts
$91K – – –
NEWAS
730
N.E.W. Advisory Services
Wisconsin
$88.3K +$26.3K +259 +46%
CIM
731
Contravisory Investment Management
Massachusetts
$82.9K +$78.1K +769 New
BC
732
Burnham & Co
Michigan
$80.8K +$76.1K +750 New
BF
733
BOK Financial
Oklahoma
$80K +$5.99K +59 +9%
PGAM
734
Princeton Global Asset Management
New Jersey
$80K +$31.7K +312 +73%
O
735
Ossiam
France
$73.9K +$22.4K +221 +48%
CH
736
Cromwell Holdings
Wyoming
$72.6K +$3.25K +32 +5%
VWM
737
Vermillion Wealth Management
Minnesota
$72.5K +$53.4K +526 +358%
TF
738
Tompkins Financial
New York
$70.1K – – –
PNC
739
Park National Corp
Ohio
$69.1K -$10.2K -100 -13%
SNB
740
Security National Bank
Nebraska
$68K -$33.4K -329 -34%
KFAS
741
Keating Financial Advisory Services
Kansas
$67.1K +$8.73K +86 +16%
FC
742
Financial Consulate
Maryland
$66.2K +$3.96K +39 +7%
CCWM
743
Cassaday & Co Wealth Management
Virginia
$65.5K +$102 +1 +0.2%
FHC
744
First Horizon Corporation
Tennessee
$63.9K – – –
IAIM
745
International Assets Investment Management
Florida
$63.7K +$15.7K +155 +36%
IA
746
IFG Advisory
Georgia
$63.3K +$59.6K +587 New
HBW
747
Hazlett, Burt & Watson
West Virginia
$63K – – –
GM
748
GeoWealth Management
Illinois
$62.9K +$59.3K +584 New
DWS
749
Dynamic Wealth Strategies
California
$62.2K +$1.93K +19 +3%
LB
750
Legacy Bridge
Iowa
$61.4K – – –
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30
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