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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
751
Hazlett, Burt & Watson
West Virginia
$63K – – –
GM
752
GeoWealth Management
Illinois
$62.9K +$59.3K +584 New
PFBT
753
Parkside Financial Bank & Trust
Missouri
$62.3K +$3.15K +31 +6%
DWS
754
Dynamic Wealth Strategies
California
$62.2K +$1.93K +19 +3%
LB
755
Legacy Bridge
Iowa
$61.4K – – –
WAS
756
Winch Advisory Services
Wisconsin
$60.8K +$305 +3 +0.5%
BL
757
BFSG LLC
California
$60.6K -$5.69K -56 -9%
BTI
758
Blue Trust Inc
Georgia
$59.6K -$37.4K -368 -40%
SV
759
Stilwell Value
New York
$59K – – –
PMFA
760
Plante Moran Financial Advisors
Michigan
$59K +$102 +1 +0.2%
M
761
MOTCO
Texas
$58.1K +$406 +4 +0.7%
OL
762
OneFund LLC
Florida
$57.7K -$1.42K -14 -3%
FP
763
Financial Perspectives
Minnesota
$57.7K +$30.2K +297 +125%
TWD
764
True Wealth Design
Ohio
$55.5K – – –
WBC
765
Westpac Banking Corp
Australia
$55.1K – – –
DWA
766
Delos Wealth Advisors
Texas
$54.3K +$51.2K +504 New
NWM
767
Navigoe Wealth Management
California
$53K +$914 +9 +2%
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$52.3K +$2.44K +24 +5%
CYG
769
Clean Yield Group
Vermont
$52.2K – – –
PWA
770
Physician Wealth Advisors
Utah
$52.2K – – –
NSIM
771
North Star Investment Management
Illinois
$51.5K +$20.4K +201 +73%
PK
772
Pflug Koory
Nebraska
$51K – – –
WAG
773
Wilkerson Advisory Group
Missouri
$50.7K +$4.87K +48 +11%
FGA
774
Fortis Group Advisors
New Jersey
$49.4K – – –
PAG
775
Paladin Advisory Group
Iowa
$48.4K – – –
29 30
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