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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$39K – – –
NCM
352
Nelson Capital Management
California
$37K – – –
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$35K +$11.9K +250 +53%
SF
354
Synovus Financial
Georgia
$34K – – –
MAM
355
Mizuho Asset Management
Japan
$31K – – –
PMFA
356
Plante Moran Financial Advisors
Michigan
$31K – – –
QAM
357
QCI Asset Management
New York
$31K +$24.5K +516 +491%
TCM
358
Tradewinds Capital Management
Washington
$31K +$30.2K +636 New
BBPWM
359
Blue Bell Private Wealth Management
Pennsylvania
$30K +$28.9K +609 New
SJ
360
Stilwell Joseph
$27K – – –
FNBT
361
FineMark National Bank & Trust
Florida
$26K +$4.75K +100 +23%
BBHC
362
Brown Brothers Harriman & Co
New York
$26K +$25.6K +540 New
MFS
363
MSI Financial Services
Massachusetts
$24K – – –
WEC
364
Winslow Evans & Crocker
Massachusetts
$23K +$21.6K +454 New
HRC
365
Hoertkorn Richard Charles
$22K +$21.3K +448 New
VIA
366
Vantage Investment Advisors
Pennsylvania
$19K +$18.8K +395 New
RNS
367
Robert N. Shapiro
$17K – – –
TAM
368
Tocqueville Asset Management
New York
$17K +$16.6K +350 New
FFC
369
First Financial Corp
Indiana
$16K – – –
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.8K +38 +14%
HCP
371
Holt Capital Partners
Texas
$15K +$14.7K +310 New
OSNBOA
372
Old Second National Bank of Aurora
Illinois
$11K – – –
TFO
373
Tarbox Family Office
California
$11K +$11K +231 New
CFA
374
Carroll Financial Associates
North Carolina
$10K – – –
SA
375
SRH Advisors
Kansas
$10K +$10K +211 New