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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
801
Creative Capital Management Investments
California
$30.5K +$4.97K +49 +21%
HRC
802
Hoertkorn Richard Charles
$29.3K – – –
GKIM
803
GW&K Investment Management
Massachusetts
$29K +$2.94K +29 +12%
FCAS
804
First Command Advisory Services
Texas
$28.6K -$63.8K -628 -70%
CFFP
805
Center for Financial Planning
Michigan
$28.5K – – –
YP
806
YANKCOM Partnership
South Dakota
$26.7K -$3.45K -34 -12%
FFO
807
Fortitude Family Office
Arizona
$26.7K +$305 +3 +1%
AA
808
Ancora Advisors
Ohio
$26.6K -$8.83K -87 -26%
SL
809
Salomon & Ludwin
Virginia
$26.3K – – –
KFI
810
Key Financial Inc
Pennsylvania
$25.9K +$2.13K +21 +10%
VNA
811
Valley National Advisers
Pennsylvania
$25.8K +$406 +4 +2%
DJSG
812
D.J. St. Germain
Massachusetts
$25.8K – – –
GBT
813
Grove Bank & Trust
Florida
$25.4K – – –
CT
814
Caldwell Trust
Florida
$25.3K – – –
CT
815
Colonial Trust
South Carolina
$25.2K -$7.01K -69 -23%
TCM
816
Triumph Capital Management
Colorado
$25.1K +$305 +3 +1%
OAG
817
Oakmont Advisory Group
New Mexico
$24.5K +$23.1K +228 New
CTB
818
Country Trust Bank
Illinois
$23.8K – – –
HFS
819
Hughes Financial Services
Virginia
$23.5K +$19.6K +193 +772%
SA
820
SRH Advisors
Kansas
$22.7K – – –
APFP
821
Action Point Financial Planning
Michigan
$22.7K +$21.5K +212 New
FFA
822
Frazier Financial Advisors
Ohio
$22.4K -$406 -4 -2%
BA
823
Blueline Advisors
New Hampshire
$22.2K – – –
PS
824
Planning Strategies
Pennsylvania
$22.2K +$20.9K +206 New
AWM
825
Activest Wealth Management
Florida
$22.1K -$1.01K -10 -5%
31 32
33
34 35