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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
326
Y-Intercept (HK)
Hong Kong
$614K +$157K +2,255 +36%
CAM
327
Carret Asset Management
New York
$611K – – –
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$605K +$26.2K +375 +5%
BL
329
Balentine LLC
Georgia
$600K +$103K +1,477 +22%
BW
330
Basepoint Wealth
Iowa
$594K +$573K +8,214 New
NB
331
Norinchukin Bank
Japan
$593K -$16.1K -230 -3%
KA
332
Kintegral Advisory
New York
$592K – – –
WG
333
Winton Group
United Kingdom
$588K +$567K +8,131 New
DA
334
DCM Advisors
New York
$584K +$14.1K +202 +3%
MYAM
335
Meiji Yasuda Asset Management
Japan
$576K +$17.4K +250 +3%
WFM
336
Wolff Financial Management
Michigan
$565K – – –
S
337
Seeyond
France
$562K -$5.86K -84 -1%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$562K +$543K +7,776 New
BCV
339
Banque Cantonale Vaudoise
Switzerland
$532K -$1.91M -27,400 -79%
GC
340
Gilbert & Cook
Iowa
$527K +$15.6K +224 +3%
JE
341
JMAC Enterprises
Pennsylvania
$521K +$475K +6,800 New
EAM
342
Erste Asset Management
Austria
$520K – – –
Squarepoint
343
Squarepoint
New York
$506K +$149K +2,133 +44%
GT
344
Greenleaf Trust
Michigan
$502K +$17.1K +245 +4%
FFM
345
Forum Financial Management
Illinois
$498K +$481K +6,889 New
MAG
346
Mokosak Advisory Group
Iowa
$497K +$19.3K +276 +4%
NB
347
Nicolet Bankshares
Wisconsin
$481K -$8.16K -117 -2%
RIG
348
Roosevelt Investment Group
New York
$477K – – –
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$472K +$6.98K +100 +2%
RFC
350
Regions Financial Corp
Alabama
$465K +$209K +3,000 +87%