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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
FAS Wealth Partners
Kansas
$892K +$261K +3,606 +42%
CA
302
CoreCap Advisors
Michigan
$892K +$837K +11,565 +1,970%
AP
303
Advisor Partners
California
$887K -$87.1K -1,203 -9%
DA
304
DCM Advisors
New York
$871K +$275K +3,796 +47%
XT
305
XTX Topco
Cayman Islands
$862K +$850K +11,740 New
IF
306
Intrua Financial
Texas
$861K +$849K +11,732 New
UCFA
307
United Capital Financial Advisors
Texas
$855K -$213K -2,939 -20%
PT
308
Plimoth Trust
Massachusetts
$851K -$202K -2,795 -19%
MC
309
Miramar Capital
Illinois
$850K +$838K +11,575 New
Vanguard Personalized Indexing Management
310
Vanguard Personalized Indexing Management
California
$838K -$229K -3,164 -22%
M&T Bank
311
M&T Bank
New York
$835K -$121K -1,666 -13%
ECM
312
Everence Capital Management
Indiana
$820K – – –
MP
313
McDonald Partners
Ohio
$816K +$805K +11,118 New
WG
314
Winton Group
United Kingdom
$810K +$210K +2,899 +36%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$786K -$8.83K -122 -1%
HIC
316
Holderness Investments Company
North Carolina
$770K – – –
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$769K -$79.1K -1,092 -9%
AFP
318
Ausdal Financial Partners
Iowa
$765K – – –
O
319
Ossiam
France
$751K +$717K +9,911 +3,126%
CG
320
Colony Group
Massachusetts
$749K +$18.9K +261 +3%
MCP
321
Martin Capital Partners
Oregon
$747K +$44.2K +611 +6%
SPIA
322
Steward Partners Investment Advisory
New York
$743K +$652 +9 +0.1%
NB
323
Norinchukin Bank
Japan
$729K +$125K +1,728 +21%
VVP
324
Venture Visionary Partners
Ohio
$723K +$21.4K +296 +3%
NMIMC
325
Northwestern Mutual Investment Management Company
Wisconsin
$709K -$103K -1,428 -13%