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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Arete Wealth Advisors
Illinois
$246K +$10.6K +183 +4%
SWM
402
SeaCrest Wealth Management
New York
$245K -$39.6K -682 -13%
PCM
403
Poehling Capital Management
Wisconsin
$245K -$28.8K -495 -10%
QIM
404
Quest Investment Management
Oregon
$244K
MC
405
Menta Capital
California
$244K +$63.9K +1,100 +31%
AIM
406
Assured Investment Management
New York
$243K -$1.16M -19,908 -81%
CA
407
Calton & Associates
Florida
$243K -$29.1K -501 -10%
ECM
408
Element Capital Management
New York
$242K -$27.1K -466 -9%
APA
409
American Portfolios Advisors
New York
$228K +$236K +4,054 +1,571%
FHA
410
Flagship Harbor Advisors
Massachusetts
$221K
PAG
411
Private Advisor Group
New Jersey
$221K +$243K +4,183 New
BWM
412
BerganKDV Wealth Management
Minnesota
$215K +$10.4K +179 +5%
RWA
413
Ropes Wealth Advisors
Massachusetts
$214K +$52.9K +910 +29%
PCMC
414
Paragon Capital Management (Colorado)
Colorado
$209K +$1.34K +23 +0.6%
FM
415
Foster & Motley
Ohio
$203K -$7.73K -133 -3%
MYAM
416
Meiji Yasuda Asset Management
Japan
$201K -$263K -4,520 -54%
WAM
417
Wealthspire Advisors (Maryland)
Maryland
$200K -$28.8K -495 -12%
Fuller & Thaler Asset Management
418
Fuller & Thaler Asset Management
California
$196K
GXMC
419
Global X Management Company
New York
$180K -$116K -2,000 -37%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$174K +$21.1K +364 +12%
Bessemer Group
421
Bessemer Group
New Jersey
$172K +$17.3K +297 +10%
OIA
422
OneDigital Investment Advisors
Kansas
$168K -$988 -17 -0.5%
IFAM
423
Institutional & Family Asset Management
Colorado
$158K +$21.1K +364 +14%
Envestnet Asset Management
424
Envestnet Asset Management
Illinois
$157K -$13.9K -239 -7%
AC
425
Avestar Capital
New York
$151K +$10.6K +182 +6%