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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Coldstream Capital Management
Washington
$352K -$51.3K -709 -13%
LA
402
Latitude Advisors
Florida
$350K +$345K +4,766 New
CWP
403
Concord Wealth Partners
Virginia
$349K +$10.5K +145 +3%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$346K -$17.4K -240 -5%
Nomura Holdings
405
Nomura Holdings
Japan
$342K +$336K +4,635 New
CA
406
Continuum Advisory
Idaho
$342K +$363K +5,021 New
LCM
407
Laurion Capital Management
New York
$338K +$333K +4,600 New
ASN
408
Advisory Services Network
Georgia
$336K +$5.43K +75 +2%
CA
409
Cetera Advisors
Colorado
$334K +$14K +193 +4%
EHWM
410
Eads & Heald Wealth Management
Georgia
$333K
HF
411
HRT Financial
New York
$331K +$327K +4,514 New
MFGM
412
Marshall Financial Group (Maryland)
Maryland
$328K
CI
413
Cigna Investments
Connecticut
$323K -$94.9K -1,311 -23%
LSPW
414
Lake Street Private Wealth
Illinois
$323K +$104K +1,438 +49%
ACS
415
Archford Capital Strategies
Illinois
$319K +$29K +401 +10%
CWA
416
Centennial Wealth Advisory
Michigan
$314K +$44.1K +609 +17%
LFA
417
Legacy Financial Advisors
Kentucky
$313K -$19.9K -275 -6%
VI
418
Vestcor Inc
New Brunswick, Canada
$308K -$805K -11,118 -73%
IRF
419
IBM Retirement Fund
New York
$307K -$17.3K -239 -5%
JMF
420
Johnson Midwest Financial
Iowa
$306K +$579 +8 +0.2%
T
421
TCWP
Ohio
$305K +$54.4K +752 +22%
YIH
422
Y-Intercept (HK)
Hong Kong
$304K -$315K -4,354 -51%
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$303K +$289K +3,990 +2,830%
JG
424
Jefferies Group
New York
$301K +$297K +4,097 New
CAAM
425
Cornerstone Advisors Asset Management
Pennsylvania
$300K