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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
NB
326
Nicolet Bankshares
Wisconsin
$477K -$3.9K -70 -0.9%
IAM
327
Integre Asset Management
New York
$474K – – –
SS
328
Simplicity Solutions
Minnesota
$472K -$522K -9,369 -54%
GWM
329
Geneos Wealth Management
Colorado
$464K +$85.3K +1,531 +24%
CIA
330
Capital Investment Advisors
Georgia
$460K +$18.2K +327 +4%
WRF
331
Waddell & Reed Financial
Kansas
$454K +$10.3K +185 +2%
CA
332
Commerzbank Aktiengesellschaft
Germany
$453K +$431K +7,732 New
MHS
333
M Holdings Securities
Oregon
$446K +$27.9K +500 +7%
ECM
334
Everence Capital Management
Indiana
$445K – – –
BF
335
BOK Financial
Oklahoma
$439K -$24.8K -445 -6%
MML Investors Services
336
MML Investors Services
Massachusetts
$438K +$135K +2,417 +48%
AWM
337
AE Wealth Management
Kansas
$434K +$413K +7,416 New
MSE
338
MUFG Securities EMEA
United Kingdom
$421K +$384K +6,881 +2,309%
LCM
339
Landscape Capital Management
New Jersey
$408K +$388K +6,966 New
CC
340
ClearArc Capital
Ohio
$401K +$1.11K +20 +0.3%
Nuveen
341
Nuveen
North Carolina
$399K -$669 -12 -0.2%
PP
342
Prudential plc
United Kingdom
$393K -$39K -700 -9%
LNWWM
343
Laird Norton Wetherby Wealth Management
California
$391K +$3.73K +67 +1%
SPIA
344
Steward Partners Investment Advisory
New York
$385K +$41.5K +744 +13%
SF
345
Synovus Financial
Georgia
$383K +$16.7K +300 +5%
CI
346
Cigna Investments
Connecticut
$376K -$531K -9,535 -54%
AAMU
347
AEGON Asset Management (UK)
United Kingdom
$373K +$355K +6,365 New
PAG
348
Private Advisor Group
New Jersey
$368K +$117K +2,097 +50%
PA
349
Profund Advisors
Maryland
$359K +$16.8K +301 +5%
V
350
Veritable
Delaware
$356K +$1.06K +19 +0.3%