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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
801
Trust Company of Vermont
Vermont
$13.8K – – –
CBT
802
CoreFirst Bank & Trust
Kansas
$13.2K – – –
SGK
803
Steigerwald Gordon & Koch
Virginia
$13.1K +$12.6K +149 New
PWMG
804
Private Wealth Management Group
New Jersey
$12.9K – – –
HIW
805
Holos Integrated Wealth
Pennsylvania
$12.3K – – –
BFS
806
Burkett Financial Services
South Carolina
$12.2K – – –
VWM
807
Vermillion Wealth Management
Minnesota
$11.6K – – –
PP
808
PFS Partners
New Jersey
$11K +$84 +1 +0.8%
MAM
809
Meeder Asset Management
Ohio
$10.9K -$169 -2 -2%
GCM
810
Gunpowder Capital Management
Maryland
$10.8K +$10.4K +123 New
CPG
811
Cornerstone Planning Group
New Jersey
$10.8K -$1.1K -13 -10%
KFP
812
Kerr Financial Planning
California
$10.5K -$1.6K -19 -15%
RFG
813
REAP Financial Group
Texas
$10.2K +$84 +1 +0.9%
UFF
814
USA Financial Formulas
Michigan
$10.2K +$9.79K +116 New
S
815
Sachetta
Massachusetts
$10.1K – – –
MFT
816
Moisand Fitzgerald Tamayo
Florida
$9.7K – – –
WTC
817
WhitTier Trust Company
Nevada
$9.18K – – –
BWAM
818
Boyd Watterson Asset Management
Ohio
$9.09K -$1.01K -12 -10%
AFG
819
Albion Financial Group
Utah
$8.82K – – –
AEPWM
820
Atlantic Edge Private Wealth Management
Florida
$8.82K – – –
AP
821
Atwood & Palmer
Missouri
$8.82K – – –
FNWA
822
Financial Network Wealth Advisors
Utah
$8.82K – – –
GK
823
Graney & King
New York
$8.82K – – –
TAM
824
Tucker Asset Management
Colorado
$8.03K +$7.68K +91 New
WCM
825
Westend Capital Management
California
$7.06K – – –
31 32
33
34 35