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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
726
High Note Wealth
Minnesota
$21K +$20.7K +249 New
YP
727
YANKCOM Partnership
South Dakota
$20.9K – – –
MAM
728
Meeder Asset Management
Ohio
$20.1K +$8.15K +98 +70%
CT
729
Caldwell Trust
Florida
$19.8K – – –
UFF
730
USA Financial Formulas
Michigan
$19.5K +$19.2K +231 New
CT
731
Clearstead Trust
Maine
$19.1K +$18.8K +226 New
VNA
732
Valley National Advisers
Pennsylvania
$19K +$499 +6 +3%
MCI
733
MRP Capital Investments
Georgia
$19K – – –
WF
734
Wayfinding Financial
Washington
$18K +$18.5K +222 New
SC
735
SouthState Corp
Florida
$18K +$13K +156 +274%
BGAI
736
Bruce G. Allen Investments
Colorado
$17.9K – – –
SA
737
SRH Advisors
Kansas
$17.8K – – –
DIP
738
DT Investment Partners
Pennsylvania
$17.7K – – –
FHA
739
First Horizon Advisors
Tennessee
$17.7K -$9.56K -115 -35%
SS
740
SBI Securities
Japan
$17.6K +$2K +24 +13%
GBT
741
Grove Bank & Trust
Florida
$17.6K +$9.98K +120 +135%
MCM
742
MV Capital Management
Maryland
$17.4K -$499 -6 -3%
NMG
743
New Millennium Group
Utah
$17.2K -$416 -5 -2%
HFS
744
Hantz Financial Services
Michigan
$17K +$16.4K +197 New
KTC
745
Kentucky Trust Company
Kentucky
$16.9K – – –
USB
746
Union Savings Bank
Connecticut
$16.5K – – –
ST
747
Smithfield Trust
Pennsylvania
$16K – – –
NS
748
NBC Securities
Alabama
$16K +$15.8K +190 New
ABWM
749
Alpine Bank Wealth Management
Colorado
$15.9K +$15.7K +189 New
SIS
750
Strategic Investment Solutions
Illinois
$15.9K – – –
28 29
30
31 32