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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
O
726
Ossiam
France
$41.9K -$5.01M -54,832 -99%
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$41.5K -$6.49K -71 -13%
FGA
728
Fortis Group Advisors
New Jersey
$41.3K – – –
PAG
729
Paladin Advisory Group
Iowa
$40.5K – – –
SIC
730
SJS Investment Consulting
Ohio
$39K – – –
PGAM
731
Princeton Global Asset Management
New Jersey
$38.7K +$548 +6 +1%
IAIM
732
International Assets Investment Management
Florida
$38.7K +$15.1K +165 +62%
CPL
733
Capital & Planning LLC
Georgia
$38.2K +$38.8K +424 New
BLC
734
Brown, Lisle/Cummings
Rhode Island
$38.1K – – –
WAG
735
Wilkerson Advisory Group
Missouri
$38.1K +$14.1K +154 +57%
BTD
736
BankPlus Trust Department
Mississippi
$38K – – –
AIM
737
Anchor Investment Management
South Carolina
$37.3K – – –
GC
738
Gould Capital
Washington
$36.8K +$37.3K +408 New
NS
739
NBC Securities
Alabama
$36.5K +$19.7K +215 +113%
MWA
740
Miller Wealth Advisors
Colorado
$35.7K – – –
CA
741
Clearstead Advisors
Ohio
$35.6K -$79K -864 -69%
MA
742
MCF Advisors
Kentucky
$35.5K – – –
OCWP
743
Owl Creek Wealth Partners
Colorado
$34.7K +$35.2K +385 New
CW
744
Curio Wealth
Maryland
$34.6K +$457 +5 +1%
CFP
745
Comprehensive Financial Planning
Pennsylvania
$34.3K +$34.8K +381 New
FIM
746
FWL Investment Management
Texas
$34.2K – – –
TCM
747
TD Capital Management
Tennessee
$33K +$366 +4 +1%
TFA
748
Toth Financial Advisory
Virginia
$32.9K – – –
C
749
Covestor
United Kingdom
$32K -$914 -10 -3%
SEP
750
Signature Equity Partners
Ohio
$31.5K +$31.4K +344 +5,733%
28 29
30
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