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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
351
SageView Advisory Group
California
$602K -$229K -2,944 -26%
SPIA
352
Steward Partners Investment Advisory
New York
$598K +$10.5K +135 +2%
Vontobel Holding
353
Vontobel Holding
Switzerland
$597K -$116K -1,500 -15%
GC
354
Gilbert & Cook
Iowa
$595K -$11.6K -150 -2%
EF
355
Empirical Finance
Pennsylvania
$592K +$53.6K +691 +9%
Envestnet Portfolio Solutions
356
Envestnet Portfolio Solutions
Illinois
$577K +$621K +8,002 New
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K -$11.7K -151 -2%
GCP
358
Garda Capital Partners
Minnesota
$568K +$612K +7,884 New
EWM
359
Empirical Wealth Management
Washington
$568K +$2.41K +31 +0.4%
BMCM
360
Burns Matteson Capital Management
New York
$565K +$609K +7,842 New
WFM
361
Wolff Financial Management
Michigan
$563K
Legacy Financial Group (Iowa)
362
Legacy Financial Group (Iowa)
Iowa
$559K +$602K +7,754 New
SM
363
Sciencast Management
New Jersey
$548K +$590K +7,600 New
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$541K +$43.4K +559 +8%
CSB
365
City State Bank
Iowa
$535K -$1.01K -13 -0.2%
ACS
366
Archford Capital Strategies
Illinois
$532K +$10.5K +135 +2%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$530K -$10.6K -136 -2%
SS
368
Sunbelt Securities
Texas
$529K
AM
369
AGF Management
Ontario, Canada
$526K
CAM
370
Carret Asset Management
New York
$525K -$7.76K -100 -1%
TPA
371
Trivium Point Advisory
Connecticut
$525K -$628K -8,085 -51%
DGAM
372
Desjardins Global Asset Management
Quebec, Canada
$518K +$113K +1,455 +25%
MC
373
Machina Capital
France
$514K +$553K +7,128 New
MYAM
374
Meiji Yasuda Asset Management
Japan
$510K +$53.6K +690 +11%
NMIMC
375
Northwestern Mutual Investment Management Company
Wisconsin
$506K -$7.92K -102 -1%