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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
851
Strive Financial Group
Indiana
$6K – – –
SGFG
852
Silver Grove Financial Group
New York
$5.77K +$5.85K +64 New
RDFA
853
Ritter Daniher Financial Advisory
Ohio
$5.14K – – –
BC
854
Bayforest Capital
United Kingdom
$5.05K +$5.12K +56 New
WA
855
Westfuller Advisors
New York
$5.03K -$183 -2 -3%
CFM
856
Cornerstone Financial Management
Massachusetts
$4.87K – – –
EWP
857
Elevation Wealth Partners
California
$4.87K +$2.56K +28 +108%
DCM
858
Davis Capital Management
Florida
$4.69K – – –
SC
859
SouthState Corp
Florida
$4.42K – – –
PIS
860
POM Investment Strategies
North Carolina
$4.42K – – –
IWS
861
Intentional Wealth Strategies
Colorado
$4.05K +$4.11K +45 New
OAJ
862
Ogorek Anthony Joseph
New York
$4K – – –
PJC
863
Phillip James Consulting
Minnesota
$4K +$4.57K +50 New
AIC
864
Archer Investment Corporation
Indiana
$3.96K – – –
RWM
865
Raffa Wealth Management
District of Columbia
$3.96K +$274 +3 +7%
SWM
866
SHP Wealth Management
Massachusetts
$3.69K -$2.29K -25 -38%
AWM
867
Abound Wealth Management
Tennessee
$3.69K – – –
KG
868
Kilter Group
New York
$3.69K +$1.01K +11 +37%
HPC
869
HM Payson & Co
Maine
$3.52K – – –
FMP
870
Financial Management Professionals
Texas
$3.42K – – –
NF
871
Napier Financial
Massachusetts
$3.33K +$3.38K +37 New
VWA
872
Valued Wealth Advisors
Utah
$3.26K +$2.56K +28 +350%
DPW
873
DiNuzzo Private Wealth
Pennsylvania
$3.24K – – –
RJA
874
Ross\Johnson & Associates
Minnesota
$3.06K – – –
SSG
875
Summit Securities Group
New York
$2.88K -$24.3K -266 -89%
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