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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
301
Natixis Investment Managers International
France
$711K +$351K +4,996 +88%
SPIA
302
Steward Partners Investment Advisory
New York
$706K +$31.5K +448 +4%
IA
303
IFP Advisors
Florida
$697K – – –
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$695K -$21.7K -309 -3%
MCP
305
Martin Capital Partners
Oregon
$686K +$6.54K +93 +0.9%
DA
306
DCM Advisors
New York
$683K -$117K -1,659 -14%
HIC
307
Holderness Investments Company
North Carolina
$681K -$20.8K -295 -3%
UCFA
308
United Capital Financial Advisors
Texas
$680K -$104K -1,473 -13%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$673K +$44.3K +630 +7%
AFP
310
Ausdal Financial Partners
Iowa
$669K -$28.1K -400 -4%
BC
311
Burney Company
Virginia
$657K -$645K -9,167 -48%
CG
312
Colony Group
Massachusetts
$654K -$29.6K -421 -4%
WI
313
WBI Investments
New Jersey
$634K -$213K -3,026 -24%
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$627K -$19.1K -271 -3%
BCV
315
Banque Cantonale Vaudoise
Switzerland
$624K +$141K +2,000 +27%
Walleye Trading
316
Walleye Trading
New York
$613K +$646K +9,184 New
OWP
317
Obermeyer Wealth Partners
Colorado
$612K +$8.58K +122 +1%
CT
318
Chicago Trust
Illinois
$601K – – –
Federated Hermes
319
Federated Hermes
Pennsylvania
$600K +$528K +7,511 +508%
Impax Asset Management Group
320
Impax Asset Management Group
United Kingdom
$594K -$20.1K -286 -3%
UB
321
UMB Bank
Missouri
$592K -$7.03K -100 -1%
SC
322
Savant Capital
Illinois
$589K +$1.83K +26 +0.3%
SS
323
Sunbelt Securities
Texas
$584K -$31.1K -442 -5%
VWA
324
V Wealth Advisors
Kansas
$581K +$611K +8,691 New
GC
325
Gilbert & Cook
Iowa
$577K +$9.64K +137 +2%