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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$410K -$5.55K -77 -1%
BFG
402
Bleakley Financial Group
New Jersey
$408K -$2.09K -29 -0.5%
SS
403
Simplicity Solutions
Minnesota
$408K -$2.88K -40 -0.7%
CAMG
404
CWA Asset Management Group
Florida
$407K +$11.5K +159 +3%
BBP
405
Banco BTG Pactual
Brazil
$405K +$385K +5,346 New
CL
406
Choreo LLC
Illinois
$404K +$18.5K +257 +5%
CCM
407
Coldstream Capital Management
Washington
$404K -$39.6K -550 -9%
MM
408
MQS Management
New York
$403K +$383K +5,319 New
MCM
409
MAI Capital Management
Ohio
$403K -$77.4K -1,074 -17%
RBC
410
Romano Brothers & Co
Illinois
$400K -$12.6K -175 -3%
TMAM
411
Tokio Marine Asset Management
Japan
$398K +$11.7K +162 +3%
BMC
412
Benin Management Corp
Connecticut
$394K
BL
413
Balentine LLC
Georgia
$390K -$300K -4,161 -45%
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$387K -$12.5K -173 -3%
SP
415
Symmetry Partners
Connecticut
$385K -$76K -1,055 -17%
LFA
416
Legacy Financial Advisors
Kentucky
$384K +$23.2K +322 +7%
JSL
417
JT Stratford LLC
Georgia
$380K -$122K -1,697 -25%
1WA
418
180 Wealth Advisors
Washington
$379K -$88.5K -1,228 -20%
EAM
419
Erste Asset Management
Austria
$370K
C
420
CEDRUS
Colorado
$368K +$10.7K +148 +3%
KWM
421
Kingsview Wealth Management
Oregon
$363K +$28.7K +398 +9%
SXL
422
Summit X LLC
Missouri
$362K -$10.9K -151 -3%
AWM
423
Apollon Wealth Management
South Carolina
$361K +$24K +333 +8%
AWA
424
Arete Wealth Advisors
Illinois
$357K +$339K +4,703 New
IAA
425
Independent Advisor Alliance
North Carolina
$352K +$5.98K +83 +2%