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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$712K +$66.4K +865 +11%
APWM
352
Argonautica Private Wealth Management
Massachusetts
$701K -$32.3K -421 -5%
WA
353
Waverly Advisors
Alabama
$698K +$1.46K +19 +0.2%
Bessemer Group
354
Bessemer Group
New Jersey
$696K -$632K -8,232 -48%
MYLI
355
Meiji Yasuda Life Insurance
Japan
$696K +$158K +2,062 +31%
VCA
356
Verdence Capital Advisors
Maryland
$686K +$328K +4,276 +98%
IA
357
IFP Advisors
Florida
$677K -$16K -209 -3%
CG
358
Curat Global
New Hampshire
$669K +$175K +2,285 +37%
CSB
359
City State Bank
Iowa
$659K -$31.1K -405 -5%
AF
360
Allworth Financial
California
$659K +$27.8K +362 +5%
MM
361
MQS Management
New York
$657K +$635K +8,271 New
PP
362
Prudential plc
United Kingdom
$654K +$319K +4,151 +102%
GC
363
Gilbert & Cook
Iowa
$649K +$29.9K +390 +5%
EH
364
Equitable Holdings
New York
$646K +$8.6K +112 +1%
EF
365
Empirical Finance
Pennsylvania
$645K +$3.92K +51 +0.6%
NA
366
NewEdge Advisors
Louisiana
$639K +$41.1K +536 +7%
AssetMark Inc
367
AssetMark Inc
California
$638K +$434K +5,659 +238%
N
368
Natixis
France
$626K -$2.25M -29,276 -79%
WFM
369
Wolff Financial Management
Michigan
$621K
MGP
370
Metis Global Partners
California
$612K -$83.5K -1,088 -12%
SPIA
371
Steward Partners Investment Advisory
New York
$606K -$80.4K -1,047 -12%
PT
372
Plimoth Trust
Massachusetts
$601K -$7.68K -100 -1%
P
373
&Partners
Tennessee
$592K +$71.4K +930 +14%
VWM
374
Vivid Wealth Management
Iowa
$591K +$154 +2 +0%
TMAM
375
Tokio Marine Asset Management
Japan
$589K +$20.6K +268 +4%