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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$416K +$17.2K +353 +4%
WAM
302
Wealthspire Advisors (Maryland)
Maryland
$397K +$431K +8,825 New
MLL
303
Moody Lynn & Lieberson
Massachusetts
$391K +$6.25K +128 +1%
ACM
304
Apex Capital Management
Ohio
$390K – – –
Nomura Holdings
305
Nomura Holdings
Japan
$383K +$187K +3,832 +82%
Toronto Dominion Bank
306
Toronto Dominion Bank
Ontario, Canada
$375K -$18.7K -383 -4%
CW
307
Cobiz Wealth
Colorado
$364K – – –
IAM
308
Integre Asset Management
New York
$364K – – –
B
309
Barings
North Carolina
$354K -$1.39M -28,400 -78%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$342K +$5.37K +110 +1%
CL
311
Choreo LLC
Illinois
$342K +$20.5K +420 +6%
AB
312
Amalgamated Bank
New York
$341K -$123K -2,523 -25%
NB
313
Nicolet Bankshares
Wisconsin
$341K +$438K +8,968 New
EHWM
314
Eads & Heald Wealth Management
Georgia
$334K +$363K +7,435 New
PA
315
Profund Advisors
Maryland
$332K +$68.6K +1,405 +24%
ECM
316
ETrade Capital Management
Virginia
$319K +$57.8K +1,184 +20%
QI
317
Quotient Investors
New York
$315K -$404K -8,274 -54%
AAM
318
Aureus Asset Management
Massachusetts
$315K -$48.8K -1,000 -13%
TCM
319
Tetrem Capital Management
Manitoba, Canada
$314K +$53.7K +1,100 +19%
TG
320
TLP Group
Illinois
$305K +$331K +6,778 New
William Blair & Company
321
William Blair & Company
Illinois
$304K +$16.4K +337 +5%
CC
322
ClearArc Capital
Ohio
$299K +$390 +8 +0.1%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$297K -$14.6K -300 -4%
FAAS
324
First Allied Advisory Services
California
$296K +$29K +594 +10%
VRS
325
Virginia Retirement Systems
Virginia
$282K +$2.98K +61 +1%