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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
401
Buckingham Strategic Wealth
Missouri
$424K +$35K +451 +8%
NA
402
NewEdge Advisors
Louisiana
$424K -$128K -1,647 -22%
NB
403
Nicolet Bankshares
Wisconsin
$419K -$14.7K -190 -3%
HBT
404
Heartland Bank & Trust
Illinois
$413K +$6.52K +84 +1%
TCM
405
Twin Capital Management
Pennsylvania
$413K -$42.8K -551 -9%
CIA
406
Capital Investment Advisors
Georgia
$413K +$8.85K +114 +2%
ASN
407
Advisory Services Network
Georgia
$400K +$177K +2,278 +70%
PCIA
408
Prime Capital Investment Advisors
Kansas
$398K -$34.9K -450 -8%
Bessemer Group
409
Bessemer Group
New Jersey
$396K +$198K +2,547 +87%
RWS
410
Resolute Wealth Strategies
Mississippi
$395K +$310 +4 +0.1%
IC
411
IEQ Capital
California
$390K +$98.3K +1,267 +31%
WPW
412
Waldron Private Wealth
Pennsylvania
$388K -$11.7K -151 -3%
CCM
413
Coldstream Capital Management
Washington
$387K +$3.34K +43 +0.8%
CAMG
414
CWA Asset Management Group
Florida
$386K -$310 -4 -0.1%
CL
415
Choreo LLC
Illinois
$382K -$1.71K -22 -0.4%
RBC
416
Romano Brothers & Co
Illinois
$380K
BMC
417
Benin Management Corp
Connecticut
$375K
WS
418
Wedbush Securities
California
$374K -$28K -361 -7%
MCM
419
MAI Capital Management
Ohio
$372K -$11.3K -145 -3%
BL
420
Balentine LLC
Georgia
$371K +$931 +12 +0.2%
SP
421
Symmetry Partners
Connecticut
$366K
BFG
422
Bleakley Financial Group
New Jersey
$365K -$24.9K -321 -6%
SS
423
Simplicity Solutions
Minnesota
$365K -$24.4K -315 -6%
UCFA
424
United Capital Financial Advisors
Texas
$362K -$30.5K -393 -7%
1WA
425
180 Wealth Advisors
Washington
$359K +$2.64K +34 +0.7%