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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
826
Hughes Financial Services
Virginia
$23.5K +$19.6K +193 +772%
SA
827
SRH Advisors
Kansas
$22.7K – – –
APFP
828
Action Point Financial Planning
Michigan
$22.7K +$21.5K +212 New
FFA
829
Frazier Financial Advisors
Ohio
$22.4K -$406 -4 -2%
BA
830
Blueline Advisors
New Hampshire
$22.2K – – –
PS
831
Planning Strategies
Pennsylvania
$22.2K +$20.9K +206 New
AWM
832
Activest Wealth Management
Florida
$22.1K -$1.01K -10 -5%
AIM
833
Axiom Investment Management
New York
$21.6K – – –
KTC
834
Kentucky Trust Company
Kentucky
$21.6K – – –
NECFA
835
New England Capital Financial Advisors
Connecticut
$21.6K – – –
USB
836
Union Savings Bank
Connecticut
$21K – – –
BGAI
837
Bruce G. Allen Investments
Colorado
$20.7K +$203 +2 +1%
LI
838
LRI Investments
Florida
$20.6K +$8.02K +79 +71%
SS
839
SBI Securities
Japan
$20.5K +$1.12K +11 +6%
ABWM
840
Alpine Bank Wealth Management
Colorado
$20.4K +$19.2K +189 New
SIS
841
Strategic Investment Solutions
Illinois
$20.4K – – –
EB
842
Eastern Bank
Massachusetts
$20.3K – – –
MAM
843
Marquette Asset Management
Minnesota
$20.3K – – –
GCP
844
Gill Capital Partners
Colorado
$20.2K – – –
ST
845
Smithfield Trust
Pennsylvania
$20K – – –
CSC
846
Caldwell Sutter Capital
California
$19.4K – – –
SWP
847
Strategic Wealth Partners
Ohio
$18.6K – – –
SWM
848
Spire Wealth Management
Virginia
$18.5K – – –
IFWM
849
Institute for Wealth Management
Colorado
$18.4K +$17.4K +171 New
A
850
Allianz
Germany
$18.3K +$17.3K +170 New
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35 36