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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
351
Integrated Wealth Concepts
Massachusetts
$596K +$95.3K +1,123 +16%
SAM
352
Strategy Asset Managers
California
$588K +$672K +7,916 New
WFM
353
Wolff Financial Management
Michigan
$581K – – –
CSB
354
City State Bank
Iowa
$569K +$45.4K +535 +8%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$568K -$365K -4,300 -36%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$565K -$4.67K -55 -0.7%
BC
357
Burney Company
Virginia
$556K +$4.16K +49 +0.7%
CSS
358
Cubist Systematic Strategies
Connecticut
$555K -$4.61M -54,359 -88%
CAM
359
Carret Asset Management
New York
$549K -$78.5K -925 -11%
NA
360
NewEdge Advisors
Louisiana
$546K -$684K -8,059 -52%
QI
361
Qtron Investments
Massachusetts
$545K +$269K +3,175 +76%
MGP
362
Metis Global Partners
California
$541K +$203K +2,394 +49%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$533K +$54.3K +640 +10%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$532K +$1.78K +21 +0.3%
GT
365
Greenleaf Trust
Michigan
$526K -$12.5K -147 -2%
PCS
366
Personal CFO Solutions
New Jersey
$523K -$193K -2,278 -24%
ACS
367
Archford Capital Strategies
Illinois
$523K +$20.3K +239 +3%
JIC
368
Johnson Investment Counsel
Ohio
$517K – – –
PAM
369
Palisade Asset Management
Minnesota
$513K -$15.3K -180 -3%
FFM
370
Forum Financial Management
Illinois
$511K +$170 +2 +0%
Impax Asset Management Group
371
Impax Asset Management Group
United Kingdom
$508K -$158K -1,860 -21%
TNBTD
372
Trustmark National Bank Trust Department
Mississippi
$507K +$18.2K +215 +3%
MAG
373
Mokosak Advisory Group
Iowa
$504K +$339 +4 +0.1%
EF
374
Empirical Finance
Pennsylvania
$502K +$21.6K +255 +4%
RFC
375
Regions Financial Corp
Alabama
$500K +$12.5K +147 +2%