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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
401
Rakuten Investment Management
Japan
$523K +$442K +5,505 +987%
MAM
402
Marquette Asset Management
Minnesota
$523K – – –
SAM
403
Sompo Asset Management
Japan
$519K -$57K -710 -11%
PIM
404
Plato Investment Management
Australia
$517K +$478K +5,959 +17,526%
NA
405
NewEdge Advisors
Louisiana
$501K +$220K +2,745 +90%
CIA
406
Capital Investment Advisors
Georgia
$501K -$13.9K -173 -3%
EH
407
Equitable Holdings
New York
$497K -$7.95K -99 -2%
CAG
408
Csenge Advisory Group
Florida
$488K +$6.9K +86 +2%
SC
409
Syon Capital
California
$485K +$10.8K +135 +2%
CFGS
410
Concourse Financial Group Securities
Alabama
$484K -$66.8K -832 -13%
BSW
411
Buckingham Strategic Wealth
Missouri
$480K +$52K +648 +13%
CCM
412
Coldstream Capital Management
Washington
$476K +$1.69K +21 +0.4%
TCM
413
Twin Capital Management
Pennsylvania
$475K -$3.53K -44 -0.8%
LFA
414
Legacy Financial Advisors
Kentucky
$469K +$22.1K +276 +5%
NB
415
Nicolet Bankshares
Wisconsin
$468K -$16.1K -200 -4%
IC
416
IEQ Capital
California
$464K +$26.4K +329 +7%
WPW
417
Waldron Private Wealth
Pennsylvania
$460K – – –
JCM
418
Jacobi Capital Management
Pennsylvania
$458K +$12.8K +160 +3%
CAMG
419
CWA Asset Management Group
Florida
$457K -$4.49K -56 -1%
HBT
420
Heartland Bank & Trust
Illinois
$454K +$422K +5,262 New
BMC
421
Benin Management Corp
Connecticut
$449K -$161 -2 -0%
MLA
422
My Legacy Advisors
Oregon
$448K -$642 -8 -0.2%
CG
423
Caprock Group
Idaho
$446K +$14.3K +178 +4%
BFG
424
Bleakley Financial Group
New Jersey
$445K +$321 +4 +0.1%
SW
425
Simplicity Wealth
New Jersey
$445K +$414K +5,161 New
15 16
17
18 19