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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MAI Capital Management
Ohio
$370K +$368K +5,128 New
CAMG
402
CWA Asset Management Group
Florida
$369K -$12.9K -180 -3%
RIM
403
Redpoint Investment Management
Australia
$369K
CT
404
Chicago Trust
Illinois
$368K -$280K -3,900 -43%
EI
405
Ellevest Inc
New York
$367K -$28.2K -392 -7%
SP
406
Symmetry Partners
Connecticut
$367K
STCOSD
407
Sageworth Trust Company of South Dakota
South Dakota
$366K -$142K -1,972 -28%
EH
408
Equitable Holdings
New York
$366K +$2.87K +40 +0.8%
CL
409
Choreo LLC
Illinois
$363K +$6.46K +90 +2%
1WA
410
180 Wealth Advisors
Washington
$359K +$24.6K +343 +7%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$358K +$2.23K +31 +0.6%
William Blair & Company
412
William Blair & Company
Illinois
$352K +$25K +348 +8%
LFA
413
Legacy Financial Advisors
Kentucky
$350K +$20.8K +289 +6%
TMAM
414
Tokio Marine Asset Management
Japan
$344K +$18K +250 +6%
CWP
415
Concord Wealth Partners
Virginia
$335K -$30.9K -430 -8%
TF
416
Trek Financial
Arizona
$334K +$333K +4,635 New
SW
417
SVB Wealth
Massachusetts
$327K +$325K +4,531 New
Wolverine Trading
418
Wolverine Trading
Illinois
$319K -$13.1K -182 -4%
SCA
419
Snowden Capital Advisors
New York
$317K -$2.15K -30 -0.7%
CCG
420
Cypress Capital Group
Florida
$316K +$13.6K +190 +5%
CCM
421
Community Capital Management
Florida
$314K -$140K -1,950 -31%
CA
422
Continuum Advisory
Idaho
$304K -$26.9K -374 -8%
AWM
423
Apollon Wealth Management
South Carolina
$303K -$11.3K -158 -4%
EHWM
424
Eads & Heald Wealth Management
Georgia
$300K -$4.67K -65 -2%
QI
425
Qtron Investments
Massachusetts
$300K