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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
751
SJS Investment Consulting
Ohio
$15.2K – – –
IRC
752
Investors Research Corp
Georgia
$14.6K – – –
HWA
753
HHM Wealth Advisors
Tennessee
$14.3K +$14.1K +169 New
ADL
754
Asset Dedication LLC
California
$13.6K -$28.3K -340 -68%
PWMG
755
Private Wealth Management Group
New Jersey
$13.6K – – –
TCOV
756
Trust Company of Vermont
Vermont
$13.2K – – –
PWAM
757
Private Wealth Asset Management
Iowa
$12.9K +$12.7K +153 New
HIW
758
Holos Integrated Wealth
Pennsylvania
$11.6K – – –
BFS
759
Burkett Financial Services
South Carolina
$11.3K +$83 +1 +0.8%
VWM
760
Vermillion Wealth Management
Minnesota
$11.1K – – –
GKIM
761
GW&K Investment Management
Massachusetts
$11K +$416 +5 +4%
WTFG
762
Wood Tarver Financial Group
Idaho
$11K – – –
TSMHT
763
Thurston Springer Miller Herd & Titak
Indiana
$10.4K – – –
PPA
764
Painted Porch Advisors
California
$10K – – –
WPA
765
West Paces Advisors
Georgia
$10K +$8.32K +100 +526%
OAJ
766
Ogorek Anthony Joseph
New York
$10K +$10.1K +121 New
MSWA
767
Marshall & Sterling Wealth Advisors
New York
$9.89K +$9.73K +117 New
S
768
Sachetta
Massachusetts
$9.7K -$166 -2 -2%
CWM
769
Centricity Wealth Management
Ohio
$9.7K – – –
RFG
770
REAP Financial Group
Texas
$9.53K +$83 +1 +0.9%
MFT
771
Moisand Fitzgerald Tamayo
Florida
$9.28K – – –
SL
772
Salomon & Ludwin
Virginia
$9.2K – – –
CPG
773
Cornerstone Planning Group
New Jersey
$9.18K +$915 +11 +10%
RA
774
Rise Advisors
New York
$8.69K +$8.57K +103 New
TWD
775
True Wealth Design
Ohio
$8.52K +$8.4K +101 New
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