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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
ASB Consultores
Florida
$284K +$274K +3,920 New
ACS
402
Archford Capital Strategies
Illinois
$281K +$1.81K +26 +0.7%
9WM
403
9258 Wealth Management
Ohio
$280K
ESCM
404
Echo Street Capital Management
New York
$274K -$28.5K -409 -10%
BPA
405
Beacon Pointe Advisors
California
$270K -$56.6K -811 -18%
LOAMS
406
Lombard Odier Asset Management (Switzerland)
Switzerland
$269K +$260K +3,720 New
S
407
SignatureFD
Georgia
$268K +$45.9K +658 +22%
CG
408
Caprock Group
Idaho
$268K +$258K +3,704 New
DAS
409
Dynamic Advisor Solutions
Arizona
$266K
CWA
410
Centennial Wealth Advisory
Michigan
$265K +$14.3K +205 +6%
IHWM
411
Iron Horse Wealth Management
Iowa
$264K
TMAM
412
Tokio Marine Asset Management
Japan
$264K +$25.5K +366 +11%
William Blair & Company
413
William Blair & Company
Illinois
$263K -$50.6K -725 -17%
FC
414
FORA Capital
Florida
$257K +$248K +3,550 New
FFN
415
Focus Financial Network
Minnesota
$256K +$247K +3,539 New
EH
416
Equitable Holdings
New York
$256K +$20K +286 +9%
Brown Advisory
417
Brown Advisory
Maryland
$252K
PA
418
Profund Advisors
Maryland
$246K -$4.61K -66 -2%
T
419
TCWP
Ohio
$246K +$238K +3,407 New
MML Investors Services
420
MML Investors Services
Massachusetts
$243K +$234K +3,354 New
FIA
421
Foundations Investment Advisors
Arizona
$241K +$220K +3,149 New
DA
422
Denali Advisors
California
$239K -$328K -4,700 -59%
AIP
423
Ameritas Investment Partners
Nebraska
$234K -$19.3K -277 -8%
SWP
424
Stratos Wealth Partners
Ohio
$234K +$6.07K +87 +3%
ST
425
Sageworth Trust
Pennsylvania
$232K -$746K -10,692 -77%