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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
726
SBI Securities
Japan
$15.3K – – –
IRC
727
Investors Research Corp
Georgia
$14.3K – – –
SWP
728
Strategic Wealth Partners
Ohio
$14.3K – – –
TFG
729
Team Financial Group
California
$14.3K +$160 +2 +1%
SWM
730
Spire Wealth Management
Virginia
$14.3K -$86.8K -1,086 -86%
BGAI
731
Bruce G. Allen Investments
Colorado
$14.1K – – –
HWA
732
HHM Wealth Advisors
Tennessee
$14K – – –
MAM
733
Marquette Asset Management
Minnesota
$13.9K – – –
SIC
734
SJS Investment Consulting
Ohio
$13.8K +$160 +2 +1%
ADL
735
Asset Dedication LLC
California
$13.3K – – –
TCOV
736
Trust Company of Vermont
Vermont
$13K – – –
ZBNA
737
Zions Bancorporation, National Association
Utah
$12.9K +$400 +5 +3%
CBT
738
CoreFirst Bank & Trust
Kansas
$12.4K – – –
PWMG
739
Private Wealth Management Group
New Jersey
$12.1K +$80 +1 +0.7%
BFS
740
Burkett Financial Services
South Carolina
$11.3K +$160 +2 +1%
HIW
741
Holos Integrated Wealth
Pennsylvania
$11K – – –
VWM
742
Vermillion Wealth Management
Minnesota
$10.9K – – –
RF
743
Rossby Financial
Florida
$10.7K +$4.48K +56 +77%
KFP
744
Kerr Financial Planning
California
$10.5K +$10.2K +128 New
MAM
745
Meeder Asset Management
Ohio
$10.4K -$14.4K -180 -59%
AA
746
Ancora Advisors
Ohio
$10.3K – – –
PP
747
PFS Partners
New Jersey
$10.2K +$80 +1 +0.8%
PPA
748
Painted Porch Advisors
California
$9.87K – – –
RFG
749
REAP Financial Group
Texas
$9.55K +$80 +1 +0.9%
BWAM
750
Boyd Watterson Asset Management
Ohio
$9.54K – – –
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