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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
376
Elliott Investment Management
Florida
$362K – – –
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$358K +$63.2K +905 +22%
EI
378
Ellevest Inc
New York
$355K +$58.2K +834 +20%
CWP
379
Concord Wealth Partners
Virginia
$333K +$89K +1,275 +38%
LB
380
Legacy Bridge
Iowa
$331K – – –
EHWM
381
Eads & Heald Wealth Management
Georgia
$328K -$2.09K -30 -0.7%
LFA
382
Legacy Financial Advisors
Kentucky
$328K +$16.5K +236 +5%
KNFPWM
383
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K +$316K +4,533 New
ASN
384
Advisory Services Network
Georgia
$326K +$72.1K +1,033 +30%
MFGM
385
Marshall Financial Group (Maryland)
Maryland
$323K +$312K +4,465 New
IRF
386
IBM Retirement Fund
New York
$320K -$225K -3,219 -42%
QI
387
Qtron Investments
Massachusetts
$319K – – –
TC
388
TownSquare Capital
Utah
$319K +$308K +4,409 New
CPC
389
Cookson Peirce & Co
Pennsylvania
$318K +$307K +4,400 New
CA
390
Cetera Advisors
Colorado
$315K -$24.4K -349 -7%
AF
391
Allworth Financial
California
$315K +$11.6K +166 +4%
EF
392
Empirical Finance
Pennsylvania
$315K +$78.9K +1,130 +35%
PAM
393
Palisade Asset Management
Minnesota
$307K -$209K -3,000 -41%
JMF
394
Johnson Midwest Financial
Iowa
$301K +$558 +8 +0.2%
CAAM
395
Cornerstone Advisors Asset Management
Pennsylvania
$296K +$285K +4,091 New
CGL
396
Clarius Group LLC
Washington
$292K +$16.9K +242 +6%
VAS
397
Vestmark Advisory Solutions
Massachusetts
$290K -$2.16K -31 -0.8%
IPW
398
Inlet Private Wealth
Florida
$290K +$628 +9 +0.2%
RG
399
Renaissance Group
Kentucky
$287K – – –
LPIC
400
LeJeune Puetz Investment Counsel
Michigan
$284K – – –
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16
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