Principal Financial Group
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL BANK & TRUST | 349 | 417 | +68 | 0.00 | 0.00 | +0.00 | buy |
| BURKETT FINANCIAL SERVICES, LLC | 139 | 140 | +1 | 0.00 | 0.00 | +0.00 | buy |
| Martin Capital Partners, LLC | 10,744 | 10,711 | -33 | 0.36 | 0.42 | +0.06 | sell |
| Chesley Taft & Associates LLC | 3,206 | 3,130 | -76 | 0.01 | 0.01 | +0.00 | sell |
| 180 WEALTH ADVISORS, LLC | 2,733 | 2,591 | -142 | 0.03 | 0.03 | +0.00 | sell |
| GREENLEAF TRUST | 6,650 | 6,411 | -239 | 0.01 | 0.01 | +0.00 | sell |
| Balefire, LLC | 2,771 | 2,484 | -287 | 0.05 | 0.04 | -0.00 | sell |
| Sound Income Strategies, LLC | 243,934 | 222,669 | -21,265 | 1.06 | 1.08 | +0.02 | sell |