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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
776
Reflection Asset Management
South Carolina
$19K +$18.1K +215 New
SA
777
SRH Advisors
Kansas
$18.6K – – –
AWM
778
Activest Wealth Management
Florida
$18.6K +$17K +201 +2,010%
DIP
779
DT Investment Partners
Pennsylvania
$18.5K – – –
FFA
780
Frazier Financial Advisors
Ohio
$18.3K – – –
BA
781
Blueline Advisors
New Hampshire
$18.2K +$17.4K +206 New
SWIM
782
Smallwood Wealth Investment Management
New Jersey
$18.2K +$17.4K +206 New
KTC
783
Kentucky Trust Company
Kentucky
$17.6K – – –
NECFA
784
New England Capital Financial Advisors
Connecticut
$17.6K – – –
USB
785
Union Savings Bank
Connecticut
$17.2K +$16.5K +195 New
ST
786
Smithfield Trust
Pennsylvania
$17K – – –
NS
787
NBC Securities
Alabama
$16.8K – – –
SIS
788
Strategic Investment Solutions
Illinois
$16.7K – – –
MAM
789
Marquette Asset Management
Minnesota
$16.6K +$1.69K +20 +12%
ZBNA
790
Zions Bancorporation, National Association
Utah
$16.1K +$2.28K +27 +17%
SS
791
SBI Securities
Japan
$15.8K -$506 -6 -3%
TFG
792
Team Financial Group
California
$15.4K +$84 +1 +0.6%
IRC
793
Investors Research Corp
Georgia
$15.3K – – –
SWP
794
Strategic Wealth Partners
Ohio
$15.3K – – –
BGAI
795
Bruce G. Allen Investments
Colorado
$15K – – –
HWA
796
HHM Wealth Advisors
Tennessee
$14.9K – – –
RF
797
Rossby Financial
Florida
$14.4K +$2.87K +34 +26%
ADL
798
Asset Dedication LLC
California
$14.2K – – –
AFC
799
Ares Financial Consulting
California
$14.2K +$13.6K +161 New
HFS
800
Horizon Financial Services
North Carolina
$13.9K -$11K -130 -45%
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