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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
401
Plato Investment Management
Australia
$514K
UCFA
402
United Capital Financial Advisors
Texas
$512K -$111K -1,369 -19%
CCM
403
Coldstream Capital Management
Washington
$512K +$28.8K +357 +6%
MFG
404
Merit Financial Group
Georgia
$508K -$58.6K -726 -11%
Fidelity International
405
Fidelity International
Bermuda
$504K +$474K +5,873 New
AC
406
AXQ Capital
New Jersey
$500K +$470K +5,816 New
GPW
407
Gentry Private Wealth
Kansas
$493K -$5.73K -71 -1%
SC
408
Syon Capital
California
$490K +$2.83K +35 +0.6%
MAM
409
Marquette Asset Management
Minnesota
$490K
Lido Advisors
410
Lido Advisors
California
$481K +$4.44K +55 +1%
PPWP
411
Premier Path Wealth Partners
New Jersey
$480K -$56.7K -702 -11%
LFA
412
Legacy Financial Advisors
Kentucky
$471K -$7.35K -91 -2%
FRM
413
Fox Run Management
Connecticut
$468K -$209K -2,592 -32%
WPW
414
Waldron Private Wealth
Pennsylvania
$460K -$1.29K -16 -0.3%
AWM
415
Apollon Wealth Management
South Carolina
$458K -$13.5K -167 -3%
TCM
416
Twin Capital Management
Pennsylvania
$457K -$10.1K -125 -2%
CAMG
417
CWA Asset Management Group
Florida
$454K +$427K +5,283 New
CG
418
Caprock Group
Idaho
$449K -$80.4K -995 -16%
BMC
419
Benin Management Corp
Connecticut
$447K
BFG
420
Bleakley Financial Group
New Jersey
$441K -$15.7K -195 -4%
HBT
421
Heartland Bank & Trust
Illinois
$441K -$29.4K -364 -7%
HCA
422
Harbor Capital Advisors
Illinois
$437K +$11.6K +144 +3%
HW
423
Hancock Whitney
Mississippi
$424K -$1.86K -23 -0.5%
NA
424
NewEdge Advisors
Louisiana
$413K -$6.7K -83 -2%
CAG
425
Csenge Advisory Group
Florida
$407K -$38K -470 -9%