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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
376
Argonautica Private Wealth Management
Massachusetts
$746K -$25.2K -299 -3%
P
377
&Partners
Tennessee
$744K +$38K +450 +6%
PA
378
Pinnacle Associates
New York
$743K +$96.7K +1,146 +16%
SC
379
Syon Capital
California
$738K +$92.3K +1,093 +15%
AF
380
Allworth Financial
California
$728K -$23.5K -279 -3%
BIG
381
Brooklyn Investment Group
New York
$723K +$364K +4,313 +113%
LCM
382
Legato Capital Management
California
$721K +$689K +8,169 New
EH
383
Equitable Holdings
New York
$718K -$7.76K -92 -1%
CRC
384
Curi RMB Capital
Illinois
$716K +$685K +8,115 New
IA
385
IFP Advisors
Florida
$706K -$14.3K -169 -2%
CSB
386
City State Bank
Iowa
$700K -$8.44K -100 -1%
Assenagon Asset Management
387
Assenagon Asset Management
Luxembourg
$699K -$58.2M -689,813 -99%
EF
388
Empirical Finance
Pennsylvania
$692K -$28.5K -338 -4%
WFM
389
Wolff Financial Management
Michigan
$689K
GI
390
GAMMA Investing
California
$687K +$135K +1,595 +26%
WorldQuant Millennium Advisors
391
WorldQuant Millennium Advisors
New York
$675K -$10.3M -121,878 -94%
NDSIB
392
North Dakota State Investment Board
North Dakota
$673K +$644K +7,634 New
VWM
393
Vivid Wealth Management
Iowa
$672K +$169 +2 +0%
FFM
394
Forum Financial Management
Illinois
$666K +$928 +11 +0.1%
UCFA
395
United Capital Financial Advisors
Texas
$665K +$113K +1,344 +22%
AI
396
Atria Investments
North Carolina
$662K +$78.2K +927 +14%
HWM
397
HB Wealth Management
Georgia
$658K +$172K +2,039 +38%
PAS
398
Park Avenue Securities
New York
$657K +$138K +1,636 +28%
CPIG
399
Chicago Partners Investment Group
Illinois
$657K +$66.7K +790 +12%
SS
400
Sunbelt Securities
Texas
$656K -$22.6K -268 -3%