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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$892K +$837K +11,565 +1,970%
AP
302
Advisor Partners
California
$887K -$87.1K -1,203 -9%
DA
303
DCM Advisors
New York
$871K +$275K +3,796 +47%
XT
304
XTX Topco
Cayman Islands
$862K +$850K +11,740 New
IF
305
Intrua Financial
Texas
$861K +$849K +11,732 New
UCFA
306
United Capital Financial Advisors
Texas
$855K -$213K -2,939 -20%
PT
307
Plimoth Trust
Massachusetts
$851K -$202K -2,795 -19%
MC
308
Miramar Capital
Illinois
$850K +$838K +11,575 New
Vanguard Personalized Indexing Management
309
Vanguard Personalized Indexing Management
California
$838K -$229K -3,164 -22%
M&T Bank
310
M&T Bank
New York
$835K -$121K -1,666 -13%
ECM
311
Everence Capital Management
Indiana
$820K
MP
312
McDonald Partners
Ohio
$816K +$805K +11,118 New
WG
313
Winton Group
United Kingdom
$810K +$210K +2,899 +36%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$786K -$8.83K -122 -1%
HIC
315
Holderness Investments Company
North Carolina
$770K
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$769K -$79.1K -1,092 -9%
AFP
317
Ausdal Financial Partners
Iowa
$765K
O
318
Ossiam
France
$751K +$717K +9,911 +3,126%
CG
319
Colony Group
Massachusetts
$749K +$18.9K +261 +3%
MCP
320
Martin Capital Partners
Oregon
$747K +$44.2K +611 +6%
SPIA
321
Steward Partners Investment Advisory
New York
$743K +$652 +9 +0.1%
NB
322
Norinchukin Bank
Japan
$729K +$125K +1,728 +21%
VVP
323
Venture Visionary Partners
Ohio
$723K +$21.4K +296 +3%
NMIMC
324
Northwestern Mutual Investment Management Company
Wisconsin
$709K -$103K -1,428 -13%
AWA
325
Aaron Wealth Advisors
Illinois
$709K +$3.77M +52,047 New