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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
401
Romano Brothers & Co
Illinois
$472K
GDP
402
Great Diamond Partners
Maine
$470K +$480K +5,596 New
LSPW
403
Lake Street Private Wealth
Illinois
$464K -$16.6K -194 -3%
HBT
404
Heartland Bank & Trust
Illinois
$462K +$473K +5,508 New
Cerity Partners
405
Cerity Partners
New York
$460K +$131K +1,525 +39%
HH
406
Hilltop Holdings
Texas
$459K -$47.6K -555 -9%
WS
407
Wedbush Securities
California
$456K +$17.4K +203 +4%
QIM
408
Quantitative Investment Management
Virginia
$455K +$466K +5,428 New
T
409
TCWP
Ohio
$453K -$28.3K -330 -6%
1WA
410
180 Wealth Advisors
Washington
$448K -$10.6K -124 -2%
CIM
411
Contravisory Investment Management
Massachusetts
$448K +$343 +4 +0.1%
CWMU
412
Caliber Wealth Management (Utah)
Utah
$446K +$456K +5,312 New
GCM
413
Graham Capital Management
Connecticut
$444K +$453K +5,286 New
SW
414
SVB Wealth
Massachusetts
$443K +$64.5K +752 +17%
Verition Fund Management
415
Verition Fund Management
Connecticut
$443K -$319K -3,724 -41%
William Blair & Company
416
William Blair & Company
Illinois
$440K +$31.3K +365 +7%
EI
417
Ellevest Inc
New York
$440K +$12.9K +150 +3%
AM
418
AGF Management
Ontario, Canada
$438K +$448K +5,224 New
RWM
419
Ritholtz Wealth Management
New York
$437K +$149K +1,737 +50%
BMC
420
Benin Management Corp
Connecticut
$436K
Rockefeller Capital Management
421
Rockefeller Capital Management
New York
$436K -$89.3K -1,041 -17%
CIA
422
Capital Investment Advisors
Georgia
$434K -$17.5K -204 -4%
HFM
423
Harvest Fund Management
China
$431K +$99.9K +1,165 +30%
CAMG
424
CWA Asset Management Group
Florida
$431K +$1.29K +15 +0.3%
TMAM
425
Tokio Marine Asset Management
Japan
$426K +$26.3K +307 +6%