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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
901
Cornerstone Financial Management
Massachusetts
$6.58K +$711 +7 +13%
EWP
902
Elevation Wealth Partners
California
$6.25K +$406 +4 +7%
RDFA
903
Ritter Daniher Financial Advisory
Ohio
$6.14K – – –
DCM
904
Davis Capital Management
Florida
$5.93K +$305 +3 +6%
VWA
905
Valued Wealth Advisors
Utah
$5.84K +$1.83K +18 +50%
BHWM
906
Bay Harbor Wealth Management
Maryland
$5.5K -$51.8K -510 -91%
WA
907
Westfuller Advisors
New York
$5.48K -$508 -5 -9%
PJC
908
Phillip James Consulting
Minnesota
$5.39K – – –
SC
909
SouthState Corp
Florida
$5.28K – – –
PIS
910
POM Investment Strategies
North Carolina
$5.28K – – –
SWM
911
SHP Wealth Management
Massachusetts
$5.07K +$609 +6 +15%
OAJ
912
Ogorek Anthony Joseph
New York
$5K – – –
SSG
913
Summit Securities Group
New York
$4.96K +$1.42K +14 +44%
AIC
914
Archer Investment Corporation
Indiana
$4.74K – – –
RWM
915
Raffa Wealth Management
District of Columbia
$4.74K – – –
FMP
916
Financial Management Professionals
Texas
$4.53K +$406 +4 +11%
CA
917
Crewe Advisors
Utah
$4.42K +$4.16K +41 New
GFA
918
Godfrey Financial Associates
New York
$4.42K +$4.16K +41 New
HPC
919
HM Payson & Co
Maine
$4.2K – – –
DPW
920
DiNuzzo Private Wealth
Pennsylvania
$3.88K – – –
RJA
921
Ross\Johnson & Associates
Minnesota
$3.67K – – –
WIM
922
Westside Investment Management
California
$3.56K +$3.35K +33 New
CC
923
Corsicana & Co
Texas
$3.45K – – –
KG
924
Kilter Group
New York
$3.23K -$1.12K -11 -27%
HWP
925
Highline Wealth Partners
California
$3.23K +$3.05K +30 New
35 36
37
38 39