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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
401
Curi RMB Capital
Illinois
$853K -$27.3K -269 -3%
EH
402
Equitable Holdings
New York
$847K -$48.3K -476 -6%
WFM
403
Wolff Financial Management
Michigan
$842K – – –
CWA
404
Centennial Wealth Advisory
Michigan
$841K +$56.2K +554 +8%
MSE
405
MUFG Securities EMEA
United Kingdom
$835K -$4.4M -43,364 -85%
VWM
406
Vivid Wealth Management
Iowa
$822K +$102 +1 +0%
IA
407
IFP Advisors
Florida
$817K -$57.1K -562 -7%
MOS
408
MGO One Seven
Ohio
$812K +$257K +2,528 +51%
AWM
409
Apollon Wealth Management
South Carolina
$791K +$140K +1,380 +23%
KPWS
410
Kestra Private Wealth Services
Texas
$787K -$39.3K -387 -5%
FBT
411
First Bank & Trust
South Dakota
$778K +$501K +4,934 +216%
WA
412
Wealth Alliance
New York
$764K +$157K +1,550 +28%
MAG
413
Mokosak Advisory Group
Iowa
$760K +$5.18K +51 +0.7%
KeyBank National Association
414
KeyBank National Association
Ohio
$760K +$14.4K +142 +2%
BCP
415
Blackhawk Capital Partners
Wisconsin
$756K +$301K +2,960 +73%
DZ Bank
416
DZ Bank
Germany
$754K -$82.7K -815 -10%
OFG
417
OmniStar Financial Group
North Carolina
$753K +$49.5K +488 +8%
JWCA
418
J.W. Cole Advisors
Florida
$745K +$2.64K +26 +0.4%
VI
419
Vestcor Inc
New Brunswick, Canada
$737K – – –
RFC
420
Regions Financial Corp
Alabama
$727K +$2.23K +22 +0.3%
PT
421
Plimoth Trust
Massachusetts
$725K -$67.5K -665 -9%
UB
422
UMB Bank
Missouri
$715K -$7.62K -75 -1%
CFO
423
Callan Family Office
Pennsylvania
$714K +$14.6K +144 +2%
HI
424
Harbour Investments
Wisconsin
$710K -$20K -197 -3%
OWP
425
Obermeyer Wealth Partners
Colorado
$704K -$5.79K -57 -0.9%