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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AW
926
Avion Wealth
Texas
$3K +$508 +5 +21%
PWMG
927
Prestige Wealth Management Group
New Jersey
$2.91K – – –
APW
928
Allied Private Wealth
Florida
$2.66K +$2.44K +24 New
DF
929
Dunhill Financial
United Kingdom
$2.6K -$102 -1 -4%
HIA
930
HFM Investment Advisors
New Jersey
$2.59K +$1.22K +12 +100%
CWP
931
Clark Wealth Partners
Illinois
$2.48K – – –
TAP
932
Tounjian Advisory Partners
Florida
$2.44K -$1.24M -12,195 -100%
NL
933
NVWM LLC
Pennsylvania
$2.16K – – –
PWA
934
Principia Wealth Advisory
Texas
$2.16K +$102 +1 +5%
DIP
935
DT Investment Partners
Pennsylvania
$1.73K – – –
WWM
936
Wolff Wiese Magana
California
$1.62K – – –
IWM
937
IMG Wealth Management
Florida
$1.4K +$1.32K +13 New
IPS
938
Investors Portfolio Services
Washington
$1.36K – – –
1CP
939
1015 Capital Partners
Pennsylvania
$1.29K – – –
AP
940
Aspect Partners
Virginia
$1.19K – – –
PCM
941
Penserra Capital Management
California
$1K +$305 +3 +20%
CTWM
942
Cherry Tree Wealth Management
Minnesota
$863 – – –
BH
943
Burk Holdings
Oklahoma
$862 – – –
Kayne Anderson Rudnick Investment Management
944
Kayne Anderson Rudnick Investment Management
California
$862 – – –
JWM
945
JPL Wealth Management
Colorado
$755 +$203 +2 +40%
WA
946
WestEnd Advisors
North Carolina
$754 +$102 +1 +17%
RS
947
Rakuten Securities
Japan
$754 +$711 +7 New
ACA
948
American Capital Advisory
Idaho
$647 – – –
SWAG
949
Spectrum Wealth Advisory Group
California
$548 +$508 +5 New
DF
950
DecisionPoint Financial
Arizona
$545 +$305 +3 +150%