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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
801
Balentine LLC
Georgia
– -$219K -2,787 Closed
WWM
802
Western Wealth Management
Colorado
– -$210K -2,675 Closed
EC
803
EntryPoint Capital
New York
– -$137K -1,740 Closed
MSWM
804
McGlone Suttner Wealth Management
Wisconsin
– -$113K -1,439 Closed
AFWM
805
Abich Financial Wealth Management
Virginia
– -$65.6K -834 Closed
FBC
806
Fairfield, Bush & Co
Connecticut
– -$55.1K -700 Closed
SAI
807
Systematic Alpha Investments
New Jersey
– -$55.1K -700 Closed
ASBI
808
American State Bank (Iowa)
Iowa
– -$48.3K -614 Closed
DI
809
DAGCO Inc
Ohio
– -$41.5K -528 Closed
LF
810
Lee Financial
Texas
– -$39.9K -507 Closed
GWS
811
Glassman Wealth Services
Virginia
– -$38.8K -493 Closed
ODG
812
O'Dell Group
Ohio
– -$36.6K -465 Closed
EC
813
EdgeRock Capital
Colorado
– -$31.5K -403 Closed
AFS
814
Annapolis Financial Services
Maryland
– -$29.8K -379 Closed
TSW
815
Thompson Siegel & Walmsley
Virginia
– -$24K -300 Closed
TWM
816
Tradition Wealth Management
Minnesota
– -$23K -291 Closed
RIM
817
Rockbridge Investment Management
New York
– -$20.3K -258 Closed
TVAMP
818
Tennessee Valley Asset Management Partners
Tennessee
– -$16K -204 Closed
BWM
819
BKM Wealth Management
Wisconsin
– -$15.7K -200 Closed
QL
820
Quarry LP
New York
– -$14.4K -183 Closed
TFG
821
Team Financial Group
California
– -$12.8K -163 Closed
HWA
822
Heritage Wealth Advisors
Virginia
– -$11.8K -150 Closed
PPC
823
Park Place Capital
Alabama
– -$8.5K -108 Closed
TCWA
824
Turtle Creek Wealth Advisors
Texas
– -$2.99K -38 Closed
AT
825
Arlington Trust
Alabama
– -$1.97K -25 Closed
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