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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
376
Mokosak Advisory Group
Iowa
$617K +$22.1K +275 +4%
SS
377
Sunbelt Securities
Texas
$615K – – –
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$601K +$1.36K +17 +0.2%
Vontobel Holding
379
Vontobel Holding
Switzerland
$600K -$9.79K -122 -2%
TPA
380
Trivium Point Advisory
Connecticut
$596K -$57K -710 -9%
FFM
381
Forum Financial Management
Illinois
$594K +$36.1K +450 +7%
PCIA
382
Prime Capital Investment Advisors
Kansas
$590K +$61.2K +763 +13%
PAM
383
Palisade Asset Management
Minnesota
$587K – – –
GDP
384
Great Diamond Partners
Maine
$578K -$179K -2,232 -25%
DA
385
Denali Advisors
California
$574K +$385K +4,800 +260%
GT
386
Greenleaf Trust
Michigan
$566K -$803 -10 -0.2%
RAG
387
RIA Advisory Group
Iowa
$564K -$86.1M -1,073,471 -99%
MFG
388
Merit Financial Group
Georgia
$562K +$45.7K +570 +9%
RBC
389
Romano Brothers & Co
Illinois
$560K +$117K +1,457 +29%
IAA
390
Independent Advisor Alliance
North Carolina
$550K +$99.4K +1,239 +24%
PPWP
391
Premier Path Wealth Partners
New Jersey
$549K -$2.25K -28 -0.4%
HNB
392
Hilltop National Bank
Wyoming
$544K +$506K +6,299 New
VVP
393
Venture Visionary Partners
Ohio
$540K +$161 +2 +0%
VSQM
394
V-Square Quantitative Management
Illinois
$538K +$70.5K +879 +16%
RFC
395
Regions Financial Corp
Alabama
$538K – – –
APWM
396
Argonautica Private Wealth Management
Massachusetts
$536K -$48.4K -603 -9%
FFA
397
Farther Finance Advisors
California
$532K +$50.4K +628 +11%
SPA
398
Sherbrooke Park Advisers
New York
$529K +$492K +6,129 New
TMAM
399
Tokio Marine Asset Management
Japan
$528K -$17.4K -217 -3%
HH
400
Hilltop Holdings
Texas
$527K +$642 +8 +0.1%