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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
World Asset Management
Michigan
$985K -$396K -6,014 -27%
SCM
302
Shelton Capital Management
Colorado
$956K
GIA
303
Gargoyle Investment Advisor
New Jersey
$952K
ZIG
304
Zurich Insurance Group
Switzerland
$938K -$3.39M -51,506 -77%
FDS
305
Freedom Day Solutions
Texas
$936K +$54K +821 +6%
Franklin Resources
306
Franklin Resources
California
$932K
SFG
307
SevenBridge Financial Group
Pennsylvania
$930K -$30.4K -462 -3%
WAM
308
Wolverine Asset Management
Illinois
$913K +$987K +15,000 New
GIA
309
Gateway Investment Advisers
Ohio
$912K -$15.7M -238,571 -94%
Axa
310
Axa
France
$889K
CTA
311
Chesley Taft & Associates
Illinois
$879K -$36.2K -550 -4%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$864K -$101K -1,541 -10%
KRS
313
Kentucky Retirement Systems
Kentucky
$856K -$165K -2,502 -15%
B
314
Barings
North Carolina
$832K
AIM
315
Arcadia Investment Management
Michigan
$815K +$224K +3,400 +34%
LS
316
Livforsakringsbolaget Skandia
Sweden
$806K
AIA
317
Allegis Investment Advisors
Idaho
$790K +$577K +8,769 +209%
EHWM
318
Eads & Heald Wealth Management
Georgia
$788K -$31.3K -475 -4%
OAM
319
Oxford Asset Management
United Kingdom
$772K -$899K -13,656 -52%
PT
320
Plimoth Trust
Massachusetts
$770K +$369K +5,602 +80%
HB
321
Homrich & Berg
Georgia
$743K +$119K +1,806 +17%
QSS
322
Quantitative Systematic Strategies
Florida
$732K -$222K -3,373 -22%
M&T Bank
323
M&T Bank
New York
$725K -$32.1K -488 -4%
Creative Planning
324
Creative Planning
Kansas
$701K +$19.1K +290 +3%
FBFS
325
First Business Financial Services
Wisconsin
$694K +$41.3K +627 +6%