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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$706K +$31.5K +448 +4%
IA
302
IFP Advisors
Florida
$697K
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$695K -$21.7K -309 -3%
MCP
304
Martin Capital Partners
Oregon
$686K +$6.54K +93 +0.9%
DA
305
DCM Advisors
New York
$683K -$117K -1,659 -14%
HIC
306
Holderness Investments Company
North Carolina
$681K -$20.8K -295 -3%
UCFA
307
United Capital Financial Advisors
Texas
$680K -$104K -1,473 -13%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$673K +$44.3K +630 +7%
AFP
309
Ausdal Financial Partners
Iowa
$669K -$28.1K -400 -4%
BC
310
Burney Company
Virginia
$657K -$645K -9,167 -48%
CG
311
Colony Group
Massachusetts
$654K -$29.6K -421 -4%
WI
312
WBI Investments
New Jersey
$634K -$213K -3,026 -24%
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$627K -$19.1K -271 -3%
BCV
314
Banque Cantonale Vaudoise
Switzerland
$624K +$141K +2,000 +27%
Walleye Trading
315
Walleye Trading
New York
$613K +$646K +9,184 New
OWP
316
Obermeyer Wealth Partners
Colorado
$612K +$8.58K +122 +1%
CT
317
Chicago Trust
Illinois
$601K
Federated Hermes
318
Federated Hermes
Pennsylvania
$600K +$528K +7,511 +508%
Impax Asset Management Group
319
Impax Asset Management Group
United Kingdom
$594K -$20.1K -286 -3%
UB
320
UMB Bank
Missouri
$592K -$7.03K -100 -1%
SC
321
Savant Capital
Illinois
$589K +$1.83K +26 +0.3%
SS
322
Sunbelt Securities
Texas
$584K -$31.1K -442 -5%
VWA
323
V Wealth Advisors
Kansas
$581K +$611K +8,691 New
GC
324
Gilbert & Cook
Iowa
$577K +$9.64K +137 +2%
KA
325
Kintegral Advisory
New York
$572K +$12.8K +182 +2%