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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PEA
301
Park Edge Advisors
Ohio
$936K
AG
302
Ascent Group
Virginia
$931K -$68.7K -851 -7%
MWM
303
Modern Wealth Management
Kansas
$930K -$14.1K -175 -2%
Allspring Global Investments
304
Allspring Global Investments
North Carolina
$927K +$4.44K +55 +0.5%
WB
305
West Bancorporation
Iowa
$911K
LSV Asset Management
306
LSV Asset Management
Illinois
$911K
NMERB
307
New Mexico Educational Retirement Board
New Mexico
$907K -$40.4K -500 -5%
PA
308
PSI Advisors
Florida
$883K
Truist Financial
309
Truist Financial
North Carolina
$878K -$47.8K -592 -5%
HT
310
Headlands Technologies
Illinois
$860K +$809K +10,012 New
EWA
311
EP Wealth Advisors
California
$857K +$806K +9,982 New
AFP
312
Ausdal Financial Partners
Iowa
$849K -$16.6K -205 -2%
SS
313
Sunbelt Securities
Texas
$848K
SG Americas Securities
314
SG Americas Securities
New York
$847K -$13.6M -168,771 -94%
PIA
315
Pinion Investment Advisors
Kansas
$840K +$80.2K +993 +11%
VI
316
Versor Investments
New York
$825K +$775K +9,602 New
LAM
317
LECAP Asset Management
United Kingdom
$819K -$1.08M -13,415 -58%
AWM
318
Adams Wealth Management
Utah
$818K -$5.01K -62 -0.6%
CI
319
CacheTech Inc
Utah
$818K -$5.01K -62 -0.6%
MIS
320
Morningstar Investment Services
Illinois
$818K +$768K +9,505 New
OWP
321
Obermeyer Wealth Partners
Colorado
$817K
BW
322
Basepoint Wealth
Iowa
$809K -$7.75K -96 -1%
CSB
323
City State Bank
Iowa
$808K +$67.8K +840 +10%
SPIA
324
Steward Partners Investment Advisory
New York
$804K -$21.7K -269 -3%
HIC
325
Holderness Investments Company
North Carolina
$804K -$40K -495 -5%