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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
976
Patton Fund Management
Texas
– -$244K -2,706 Closed
MK
977
MASTERINVEST Kapitalanlage
– -$238K -2,646 Closed
EP
978
Edgestream Partners
New Jersey
– -$225K -2,501 Closed
EW
979
Evoke Wealth
California
– -$200K -2,221 Closed
OW
980
Olistico Wealth
Oklahoma
– -$105K -1,169 Closed
RFP
981
Root Financial Partners
California
– -$100K -1,112 Closed
DWP
982
Destiny Wealth Partners
Florida
– -$98.9K -1,097 Closed
WA
983
Whipplewood Advisors
Colorado
– -$63.1K -700 Closed
GSEP
984
Golden State Equity Partners
California
– -$60.6K -673 Closed
CW
985
Curio Wealth
Maryland
– -$34.6K -384 Closed
MWC
986
MBM Wealth Consultants
Missouri
– -$27.7K -307 Closed
LWMI
987
Legacy Wealth Management (Idaho)
Idaho
– -$23.5K -261 Closed
AGWCA
988
Annis Gardner Whiting Capital Advisors
Florida
– -$19.2K -213 Closed
SWIM
989
Smallwood Wealth Investment Management
New Jersey
– -$18.6K -206 Closed
TWM
990
TopTier Wealth Management
Wisconsin
– -$18.2K -202 Closed
TPWA
991
Twin Peaks Wealth Advisors
California
– -$16.8K -186 Closed
TFG
992
Team Financial Group
California
– -$15.9K -176 Closed
IRC
993
Investors Research Corp
Georgia
– -$15.6K -173 Closed
AG
994
AmeriFlex Group
Nevada
– -$14.8K -164 Closed
DI
995
DAGCO Inc
Ohio
– -$9.37K -104 Closed
UFF
996
USA Financial Formulas
Michigan
– -$6.67K -74 Closed
IWS
997
Intentional Wealth Strategies
Colorado
– -$4.05K -45 Closed
AWM
998
Abound Wealth Management
Tennessee
– -$3.69K -41 Closed
NF
999
Napier Financial
Massachusetts
– -$3.33K -37 Closed
CFG
1000
Clayton Financial Group
Missouri
– -$2.07K -23 Closed
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40
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