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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RG
401
Renaissance Group
Kentucky
$251K -$68.8K -1,076 -21%
BPA
402
Beacon Pointe Advisors
California
$249K +$252K +3,948 New
LPIC
403
LeJeune Puetz Investment Counsel
Michigan
$248K -$12.8K -200 -5%
CWP
404
Concord Wealth Partners
Virginia
$248K +$54.6K +854 +28%
ACS
405
Archford Capital Strategies
Illinois
$246K +$38.2K +597 +18%
BSW
406
Buckingham Strategic Wealth
Missouri
$245K +$248K +3,885 New
9WM
407
9258 Wealth Management
Ohio
$244K – – –
MAM
408
MMA Asset Management
Pennsylvania
$242K – – –
Vontobel Holding
409
Vontobel Holding
Switzerland
$240K -$26.8K -419 -10%
PA
410
Profund Advisors
Maryland
$234K -$11K -172 -4%
Squarepoint
411
Squarepoint
New York
$232K -$7.92M -123,844 -97%
FM
412
Foster & Motley
Ohio
$231K -$76K -1,188 -24%
DAS
413
Dynamic Advisor Solutions
Arizona
$231K – – –
IHWM
414
Iron Horse Wealth Management
Iowa
$231K +$6.39K +100 +3%
William Blair & Company
415
William Blair & Company
Illinois
$224K +$226K +3,540 New
RFC
416
Regions Financial Corp
Alabama
$223K – – –
AIP
417
Ameritas Investment Partners
Nebraska
$222K – – –
KC
418
Kinloch Capital
Virginia
$220K – – –
EI
419
Ellevest Inc
New York
$218K +$13.2K +206 +6%
CAM
420
Cresset Asset Management
Illinois
$217K +$220K +3,438 New
JIC
421
Johnson Investment Counsel
Ohio
$215K – – –
CGL
422
Clarius Group LLC
Washington
$213K +$256 +4 +0.1%
EHWM
423
Eads & Heald Wealth Management
Georgia
$209K -$4.41K -69 -2%
CWA
424
Centennial Wealth Advisory
Michigan
$208K +$211K +3,293 New
BCA
425
Berman Capital Advisors
Georgia
$205K +$4.67K +73 +2%