CUSIP 74253Q747
PRINCIPAL FDS INC
8 institutions · $3.6M total · 82,819 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENCOMPASS WEALTH ADVISORS, LLC | 35,664 | $1.6M | 43.06% | 2024-09-30 |
| 2 | MOODY LYNN & LIEBERSON, LLC | 23,680 | $1.0M | 28.59% | 2025-12-31 |
| 3 | Fulton Bank, N.A. | 6,676 | $315.3K | 8.06% | 2025-09-30 |
| 4 | WEST MICHIGAN ADVISORS, LLC | 8,513 | $307.5K | 10.27% | 2023-09-30 |
| 5 | Oakworth Capital, Inc. | 5,488 | $234.9K | 6.62% | 2025-12-31 |
| 6 | Garton & Associates Financial Advisors LLC | 2,422 | $103.7K | 2.92% | 2025-12-31 |
| 7 | Bull Oak Capital, LLC | 240 | $11.0K | 0.28% | 2024-09-30 |
| 8 | Coston, McIsaac & Partners | 136 | $5 | 0.16% | 2024-03-31 |