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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$540K +$559K +6,889 New
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$538K -$7.88K -97 -1%
GT
403
Greenleaf Trust
Michigan
$534K +$21.1K +260 +4%
PAM
404
Palisade Asset Management
Minnesota
$533K – – –
VSQM
405
V-Square Quantitative Management
Illinois
$530K +$42.4K +522 +8%
ISB
406
Iowa State Bank
Iowa
$529K -$100K -1,233 -15%
ET
407
Entropy Technologies
New York
$524K +$542K +6,674 New
Vontobel Holding
408
Vontobel Holding
Switzerland
$521K -$24.9K -307 -4%
MFG
409
Merit Financial Group
Georgia
$521K -$22.7K -279 -4%
EWM
410
Empirical Wealth Management
Washington
$518K -$73.3K -903 -12%
RBC
411
Romano Brothers & Co
Illinois
$509K – – –
SAM
412
Sompo Asset Management
Japan
$507K +$36.5K +450 +7%
FFM
413
Forum Financial Management
Illinois
$505K -$36.2K -446 -6%
CIA
414
Capital Investment Advisors
Georgia
$504K +$50.8K +626 +11%
QCM
415
Qsemble Capital Management
New York
$499K -$963K -11,853 -65%
FTDI
416
First Trust Direct Indexing
Massachusetts
$496K +$97K +1,194 +23%
HNB
417
Hilltop National Bank
Wyoming
$494K – – –
FFA
418
Farther Finance Advisors
California
$493K +$11K +135 +2%
PPWP
419
Premier Path Wealth Partners
New Jersey
$493K -$6.01K -74 -1%
IC
420
IEQ Capital
California
$492K +$72.6K +894 +17%
VVP
421
Venture Visionary Partners
Ohio
$491K +$162 +2 +0%
RFC
422
Regions Financial Corp
Alabama
$490K +$1.22K +15 +0.2%
CG
423
Caprock Group
Idaho
$488K +$85.3K +1,051 +20%
PCIA
424
Prime Capital Investment Advisors
Kansas
$488K -$50K -616 -9%
IPW
425
Impact Partnership Wealth
Georgia
$482K +$499K +6,144 New