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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Berman Capital Advisors
Georgia
$120K +$3.07K +72 +2%
JCM
402
Jacobi Capital Management
Pennsylvania
$116K +$298 +7 +0.2%
CFB
403
Cullen/Frost Bankers
Texas
$113K -$10.4K -243 -8%
TH
404
TCTC Holdings
Texas
$113K – – –
FCA
405
FinTrust Capital Advisors
South Carolina
$109K – – –
Twin Tree Management
406
Twin Tree Management
Texas
$105K -$154K -3,617 -58%
AF
407
Allworth Financial
California
$104K +$17.1K +401 +18%
TFGT
408
TS Financial Group (TSFG)
Illinois
$100K – – –
FWM
409
Focused Wealth Management
New York
$99K – – –
Capstone Investment Advisors
410
Capstone Investment Advisors
New York
$94K +$99.1K +2,324 New
OIA
411
Optimum Investment Advisors
Illinois
$91K – – –
PCM
412
Penserra Capital Management
California
$90K -$834K -19,577 -90%
FA
413
Fortis Advisors
Pennsylvania
$83K – – –
QCG
414
Quadrant Capital Group
Ohio
$81K -$2.6K -61 -3%
CA
415
Clearstead Advisors
Ohio
$80K -$14.5K -340 -15%
DOA
416
D'Orazio & Associates
Virginia
$80K – – –
S
417
SignatureFD
Georgia
$78K -$1.32K -31 -2%
BCWM
418
Bartlett & Co Wealth Management
Ohio
$77.5K – – –
BC
419
Bartlett & Co
Ohio
$77K – – –
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$76K +$67.5K +1,584 +521%
FC
421
FORA Capital
Florida
$76K +$80.6K +1,890 New
AF
422
Advisornet Financial
Minnesota
$72K -$9.93K -233 -12%
CHC
423
City Holding Co
West Virginia
$71K – – –
FMT
424
First Mercantile Trust
Tennessee
$70K -$14K -329 -18%
VFA
425
Valeo Financial Advisors
Indiana
$69K +$6.39K +150 +10%