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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
751
Boyd Watterson Asset Management
Ohio
$9.54K – – –
S
752
Sachetta
Massachusetts
$9.54K – – –
MFT
753
Moisand Fitzgerald Tamayo
Florida
$9.12K – – –
RA
754
Rise Advisors
New York
$8.54K – – –
PGAM
755
Princeton Global Asset Management
New Jersey
$8.46K – – –
WTC
756
WhitTier Trust Company
Nevada
$8.42K +$7.99K +100 New
AEPWM
757
Atlantic Edge Private Wealth Management
Florida
$8.29K – – –
AP
758
Atwood & Palmer
Missouri
$8.29K – – –
FNWA
759
Financial Network Wealth Advisors
Utah
$8.29K – – –
GK
760
Graney & King
New York
$8.29K – – –
AFG
761
Albion Financial Group
Utah
$8.29K +$7.99K +100 New
MSWA
762
Marshall & Sterling Wealth Advisors
New York
$6.88K -$879 -11 -12%
WCM
763
Westend Capital Management
California
$6.63K – – –
POIA
764
Pin Oak Investment Advisors
Texas
$6.47K – – –
Q1WB
765
Quest 10 Wealth Builders
Virginia
$6.44K – – –
MHR
766
Matthew Hamilton Rosenberg
$6.22K – – –
VFM
767
Vision Financial Markets
Connecticut
$6.2K – – –
LWMI
768
Legacy Wealth Management (Idaho)
Idaho
$5.97K – – –
ME
769
McIlrath & Eck
Washington
$5.89K – – –
RDFA
770
Ritter Daniher Financial Advisory
Ohio
$5.8K -$2.4K -30 -30%
NMG
771
New Millennium Group
Utah
$5.64K – – –
SC
772
SouthState Corp
Florida
$5.31K -$1.2K -15 -19%
WA
773
Westfuller Advisors
New York
$4.86K +$4.72K +59 New
IWM
774
IMG Wealth Management
Florida
$4.81K – – –
HHGA
775
Halbert Hargrove Global Advisors
California
$4.81K +$4.64K +58 New
29 30
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