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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
351
Graham Capital Management
Connecticut
$629K +$484K +5,739 +241%
OTL
352
Oak Thistle LLC
New York
$621K +$676K +8,026 New
WA
353
Waverly Advisors
Alabama
$619K +$361K +4,285 +116%
EH
354
Equitable Holdings
New York
$619K +$17.2K +204 +3%
PT
355
Plimoth Trust
Massachusetts
$608K -$12.6K -150 -2%
WFM
356
Wolff Financial Management
Michigan
$605K
CI
357
Conning Inc
Connecticut
$605K
VIM
358
Vinva Investment Management
Australia
$603K +$21.7K +258 +3%
IPW
359
Impact Partnership Wealth
Georgia
$603K +$5.39K +64 +0.8%
EF
360
Empirical Finance
Pennsylvania
$602K -$8.6K -102 -1%
MYAM
361
Meiji Yasuda Asset Management
Japan
$598K -$2.44M -28,950 -79%
RAG
362
RIA Advisory Group
Iowa
$589K +$15.6K +185 +2%
VWM
363
Vivid Wealth Management
Iowa
$576K -$16.8K -199 -3%
MGP
364
Metis Global Partners
California
$570K -$326K -3,864 -34%
PCG
365
Prosperity Consulting Group
Maryland
$566K -$19.7K -234 -3%
FFA
366
Farther Finance Advisors
California
$559K +$53.3K +632 +10%
AAS
367
Avantax Advisory Services
Texas
$556K -$4.72K -56 -0.8%
PAM
368
Palisade Asset Management
Minnesota
$554K +$18.2K +216 +3%
BAM
369
Blueshift Asset Management
New Jersey
$554K +$261K +3,093 +76%
ECM
370
Everence Capital Management
Indiana
$550K +$218K +2,590 +57%
RDIA
371
RE Dickinson Investment Advisors
Iowa
$549K +$506 +6 +0.9%
MFG
372
Merit Financial Group
Georgia
$549K +$99.2K +1,177 +20%
MAG
373
Mokosak Advisory Group
Iowa
$545K +$1.6K +19 +0.3%
CAM
374
Carret Asset Management
New York
$544K -$11.2K -133 -2%
Nomura Holdings
375
Nomura Holdings
Japan
$537K +$584K +6,931 New