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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
801
Wolff Wiese Magana
California
$1.24K – – –
TIM
802
Tortoise Investment Management
New York
$1.16K -$1.12K -14 -50%
CIAS
803
CBIZ Investment Advisory Services
Ohio
$1.16K +$560 +7 +100%
CWP
804
Clark Wealth Partners
Illinois
$1.15K +$1.04K +13 New
PCM
805
Penserra Capital Management
California
$1K -$480 -6 -29%
AW
806
Avion Wealth
Texas
$1K +$480 +6 +33%
RWM
807
Rialto Wealth Management
New York
$913 +$160 +2 +22%
AP
808
Aspect Partners
Virginia
$912 – – –
HIA
809
HFM Investment Advisors
New Jersey
$912 – – –
CPG
810
Cornerstone Planning Group
New Jersey
$876 -$80 -1 -0.8%
AWM
811
Activest Wealth Management
Florida
$829 +$240 +3 +43%
VWA
812
Valued Wealth Advisors
Utah
$671 – – –
CTWM
813
Cherry Tree Wealth Management
Minnesota
$664 – – –
Kayne Anderson Rudnick Investment Management
814
Kayne Anderson Rudnick Investment Management
California
$663 – – –
SFCL
815
Strengthening Families & Communities LLC
Massachusetts
$506 – – –
ACA
816
American Capital Advisory
Idaho
$498 -$80 -1 -14%
AA
817
Addison Advisors
Vermont
$498 – – –
AT
818
Avalon Trust
New Mexico
$498 +$480 +6 New
OCM
819
Orion Capital Management
California
$497 +$480 +6 New
EWM
820
Evolution Wealth Management
Florida
$415 +$400 +5 New
JWM
821
JPL Wealth Management
Colorado
$415 +$400 +5 New
SA
822
Seneschal Advisors
Washington
$415 +$400 +5 New
WWA
823
Wealth Watch Advisors
Colorado
$415 +$400 +5 New
YDMI
824
Y.D. More Investments
Israel
$393 +$110K +1,370 +699%
QWM
825
Quaker Wealth Management
New Jersey
$332 – – –