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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
851
Buck Wealth Strategies
Colorado
$17K +$16K +158 New
HFS
852
Horizon Financial Services
North Carolina
$17K – – –
TCOV
853
Trust Company of Vermont
Vermont
$16.9K +$15.9K +157 New
WPA
854
West Paces Advisors
Georgia
$16.4K +$15.4K +152 New
CBT
855
CoreFirst Bank & Trust
Kansas
$16.2K – – –
MHR
856
Matthew Hamilton Rosenberg
$16.2K – – –
SGK
857
Steigerwald Gordon & Koch
Virginia
$16.1K – – –
CB
858
Community Bank
New York
$15.8K – – –
PWMG
859
Private Wealth Management Group
New Jersey
$15.7K – – –
HIW
860
Holos Integrated Wealth
Pennsylvania
$15.6K – – –
BFS
861
Burkett Financial Services
South Carolina
$15.1K +$102 +1 +0.7%
KFA
862
Kelleher Financial Advisors
New York
$14.6K +$13.7K +135 New
PP
863
PFS Partners
New Jersey
$13.6K +$102 +1 +0.8%
GCM
864
Gunpowder Capital Management
Maryland
$13.3K – – –
PMAM
865
Picton Mahoney Asset Management
Ontario, Canada
$13K -$1.96M -19,315 -99%
RFG
866
REAP Financial Group
Texas
$12.7K +$102 +1 +0.9%
CFB
867
Cullen/Frost Bankers
Texas
$12.7K – – –
RWPA
868
Richard W. Paul & Associates
Michigan
$12.6K +$3.15K +31 +36%
SGFG
869
Silver Grove Financial Group
New York
$12.2K +$4.97K +49 +77%
ADL
870
Asset Dedication LLC
California
$12.2K – – –
KFP
871
Kerr Financial Planning
California
$12K +$102 +1 +0.9%
GSWM
872
Golden State Wealth Management
California
$12K – – –
MFT
873
Moisand Fitzgerald Tamayo
Florida
$11.9K – – –
FW
874
Fairway Wealth
Ohio
$11.3K – – –
BWAM
875
Boyd Watterson Asset Management
Ohio
$11.1K – – –
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