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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Strategy Asset Managers
California
$588K +$672K +7,916 New
WFM
352
Wolff Financial Management
Michigan
$581K
CSB
353
City State Bank
Iowa
$569K +$45.4K +535 +8%
BCV
354
Banque Cantonale Vaudoise
Switzerland
$568K -$365K -4,300 -36%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$565K -$4.67K -55 -0.7%
BC
356
Burney Company
Virginia
$556K +$4.16K +49 +0.7%
CSS
357
Cubist Systematic Strategies
Connecticut
$555K -$4.61M -54,359 -88%
CAM
358
Carret Asset Management
New York
$549K -$78.5K -925 -11%
NA
359
NewEdge Advisors
Louisiana
$546K -$684K -8,059 -52%
QI
360
Qtron Investments
Massachusetts
$545K +$269K +3,175 +76%
MGP
361
Metis Global Partners
California
$541K +$203K +2,394 +49%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$533K +$54.3K +640 +10%
NMIMC
363
Northwestern Mutual Investment Management Company
Wisconsin
$532K +$1.78K +21 +0.3%
GT
364
Greenleaf Trust
Michigan
$526K -$12.5K -147 -2%
PCS
365
Personal CFO Solutions
New Jersey
$523K -$193K -2,278 -24%
ACS
366
Archford Capital Strategies
Illinois
$523K +$20.3K +239 +3%
JIC
367
Johnson Investment Counsel
Ohio
$517K
PAM
368
Palisade Asset Management
Minnesota
$513K -$15.3K -180 -3%
FFM
369
Forum Financial Management
Illinois
$511K +$170 +2 +0%
Impax Asset Management Group
370
Impax Asset Management Group
United Kingdom
$508K -$158K -1,860 -21%
TNBTD
371
Trustmark National Bank Trust Department
Mississippi
$507K +$18.2K +215 +3%
MAG
372
Mokosak Advisory Group
Iowa
$504K +$339 +4 +0.1%
EF
373
Empirical Finance
Pennsylvania
$502K +$21.6K +255 +4%
RFC
374
Regions Financial Corp
Alabama
$500K +$12.5K +147 +2%
MYAM
375
Meiji Yasuda Asset Management
Japan
$499K -$141K -1,660 -20%