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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$35K +$11.9K +250 +53%
SF
352
Synovus Financial
Georgia
$34K
MAM
353
Mizuho Asset Management
Japan
$31K
PMFA
354
Plante Moran Financial Advisors
Michigan
$31K
QAM
355
QCI Asset Management
New York
$31K +$24.5K +516 +491%
TCM
356
Tradewinds Capital Management
Washington
$31K +$30.2K +636 New
BBPWM
357
Blue Bell Private Wealth Management
Pennsylvania
$30K +$28.9K +609 New
SJ
358
Stilwell Joseph
$27K
FNBT
359
FineMark National Bank & Trust
Florida
$26K +$4.75K +100 +23%
MFS
360
MSI Financial Services
Massachusetts
$24K
WEC
361
Winslow Evans & Crocker
Massachusetts
$23K +$21.6K +454 New
HRC
362
Hoertkorn Richard Charles
$22K +$21.3K +448 New
VIA
363
Vantage Investment Advisors
Pennsylvania
$19K +$18.8K +395 New
RNS
364
Robert N. Shapiro
$17K
TAM
365
Tocqueville Asset Management
New York
$17K +$16.6K +350 New
FFC
366
First Financial Corp
Indiana
$16K
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.8K +38 +14%
HCP
368
Holt Capital Partners
Texas
$15K +$14.7K +310 New
Manulife (Manufacturers Life Insurance)
369
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2K -$1.49M -31,411 -11%
BBHC
370
Brown Brothers Harriman & Co
New York
$13K +$12.8K +270 New
OSNBOA
371
Old Second National Bank of Aurora
Illinois
$11K
TFO
372
Tarbox Family Office
California
$11K +$11K +231 New
CFA
373
Carroll Financial Associates
North Carolina
$10K
SA
374
SRH Advisors
Kansas
$10K +$10K +211 New
M
375
MOTCO
Texas
$9K