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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Sompo Asset Management
Japan
$519K -$57K -710 -11%
PIM
402
Plato Investment Management
Australia
$517K +$478K +5,959 +17,526%
NA
403
NewEdge Advisors
Louisiana
$501K +$220K +2,745 +90%
CIA
404
Capital Investment Advisors
Georgia
$501K -$13.9K -173 -3%
EH
405
Equitable Holdings
New York
$497K -$7.95K -99 -2%
CAG
406
Csenge Advisory Group
Florida
$488K +$6.9K +86 +2%
SC
407
Syon Capital
California
$485K -$430K -5,352 -49%
CFGS
408
Concourse Financial Group Securities
Alabama
$484K -$66.8K -832 -13%
BSW
409
Buckingham Strategic Wealth
Missouri
$480K +$52K +648 +13%
CCM
410
Coldstream Capital Management
Washington
$476K +$1.69K +21 +0.4%
TCM
411
Twin Capital Management
Pennsylvania
$475K -$3.53K -44 -0.8%
LFA
412
Legacy Financial Advisors
Kentucky
$469K +$22.1K +276 +5%
NB
413
Nicolet Bankshares
Wisconsin
$468K -$16.1K -200 -4%
IC
414
IEQ Capital
California
$464K +$26.4K +329 +7%
WPW
415
Waldron Private Wealth
Pennsylvania
$460K
JCM
416
Jacobi Capital Management
Pennsylvania
$458K +$12.8K +160 +3%
CAMG
417
CWA Asset Management Group
Florida
$457K -$4.49K -56 -1%
HBT
418
Heartland Bank & Trust
Illinois
$454K +$422K +5,262 New
BMC
419
Benin Management Corp
Connecticut
$449K -$161 -2 -0%
MLA
420
My Legacy Advisors
Oregon
$448K -$642 -8 -0.2%
CG
421
Caprock Group
Idaho
$446K +$14.3K +178 +4%
BFG
422
Bleakley Financial Group
New Jersey
$445K +$321 +4 +0.1%
SW
423
Simplicity Wealth
New Jersey
$445K +$414K +5,161 New
MML Investors Services
424
MML Investors Services
Massachusetts
$443K -$821K -10,234 -67%
FTDI
425
First Trust Direct Indexing
Massachusetts
$442K +$18.9K +236 +5%