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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Crewe Advisors
Utah
$5.24K – – –
HWA
752
Heritage Wealth Advisors
Virginia
$5.07K +$4.76K +59 New
SC
753
SouthState Corp
Florida
$4.9K – – –
PBK
754
Peoples Bank (Kansas)
Kansas
$4.29K -$4.85K -60 -55%
DCM
755
Davis Capital Management
Florida
$3.95K – – –
GBT
756
Grove Bank & Trust
Florida
$3.87K +$3.63K +45 New
AIC
757
Archer Investment Corporation
Indiana
$3.78K – – –
HPC
758
HM Payson & Co
Maine
$3.61K +$3.39K +42 New
AWM
759
Abound Wealth Management
Tennessee
$3.52K – – –
RWM
760
Raffa Wealth Management
District of Columbia
$3.52K – – –
DPW
761
DiNuzzo Private Wealth
Pennsylvania
$3.01K – – –
PWMG
762
Prestige Wealth Management Group
New Jersey
$2.92K – – –
CWC
763
Carolinas Wealth Consulting
North Carolina
$2.49K -$404 -5 -15%
LI
764
LRI Investments
Florida
$2.25K – – –
Lazard Asset Management
765
Lazard Asset Management
New York
$2K -$565 -7 -20%
GWMI
766
Guardian Wealth Management (Illinois)
Illinois
$1.98K – – –
DF
767
Dunhill Financial
United Kingdom
$1.77K +$81 +1 +5%
GWSA
768
Global Wealth Strategies & Associates
Colorado
$1.72K – – –
VWM
769
Valley Wealth Managers
New Jersey
$1.72K – – –
WPA
770
West Paces Advisors
Georgia
$1.63K – – –
AP
771
Aspect Partners
Virginia
$1.46K – – –
WWM
772
Wolff Wiese Magana
California
$1.29K – – –
HFS
773
Horizon Financial Services
North Carolina
$1.2K – – –
AW
774
Avion Wealth
Texas
$1K – – –
PCM
775
Penserra Capital Management
California
$1K +$242 +3 +17%