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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$560K -$11.3K -157 -2%
YIH
352
Y-Intercept (HK)
Hong Kong
$559K +$557K +7,749 New
PP
353
Prudential plc
United Kingdom
$554K +$61.8K +860 +13%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$553K -$5.75K -80 -1%
WWM
355
Western Wealth Management
Colorado
$549K +$106K +1,481 +24%
PIA
356
Pinion Investment Advisors
Kansas
$539K +$61.5K +856 +13%
NA
357
NewEdge Advisors
Louisiana
$531K +$70.1K +976 +15%
MLA
358
My Legacy Advisors
Oregon
$529K +$129K +1,800 +35%
AF
359
Allworth Financial
California
$528K +$106K +1,470 +25%
CAG
360
Csenge Advisory Group
Florida
$526K +$17.4K +242 +3%
MYAM
361
Meiji Yasuda Asset Management
Japan
$521K -$33K -460 -6%
GT
362
Greenleaf Trust
Michigan
$513K +$19.9K +277 +4%
PAM
363
Palisade Asset Management
Minnesota
$509K -$14.4K -200 -3%
VF
364
Virtu Financial
New York
$507K +$505K +7,032 New
TCM
365
Twin Capital Management
Pennsylvania
$505K -$929K -12,929 -65%
CPC
366
Cookson Peirce & Co
Pennsylvania
$505K +$51.6K +718 +11%
JIC
367
Johnson Investment Counsel
Ohio
$503K +$26.9K +375 +6%
FFM
368
Forum Financial Management
Illinois
$496K – – –
JE
369
JMAC Enterprises
Pennsylvania
$491K – – –
UIA
370
UBP Investment Advisors
Switzerland
$490K – – –
CCP
371
Corient Capital Partners
California
$490K +$56.5K +787 +12%
CA
372
Cetera Advisors
Colorado
$489K +$52.1K +726 +12%
RFC
373
Regions Financial Corp
Alabama
$488K +$21.5K +299 +5%
MAG
374
Mokosak Advisory Group
Iowa
$482K -$22.8K -318 -5%
SAM
375
Sompo Asset Management
Japan
$480K +$183K +2,550 +62%
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15
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