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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
401
Raleigh Capital Management
North Carolina
$703K +$713K +7,803 New
ETC
402
Exchange Traded Concepts
Oklahoma
$701K +$318K +3,476 +81%
SI
403
Seeds Investor
New York
$693K +$303K +3,310 +82%
KPWS
404
Kestra Private Wealth Services
Texas
$693K -$605K -6,617 -46%
ECA
405
Elevated Capital Advisors
Utah
$690K -$132K -1,441 -16%
VWM
406
Vivid Wealth Management
Iowa
$687K +$183 +2 +0%
SS
407
Sunbelt Securities
Texas
$671K – – –
TMAM
408
Tokio Marine Asset Management
Japan
$668K – – –
PT
409
Plimoth Trust
Massachusetts
$666K -$548 -6 -0.1%
NWMG
410
National Wealth Management Group
Ohio
$662K -$363K -3,975 -35%
SCM
411
Sterling Capital Management
North Carolina
$661K -$509K -5,568 -43%
CWA
412
Centennial Wealth Advisory
Michigan
$653K +$109K +1,192 +20%
MAG
413
Mokosak Advisory Group
Iowa
$631K -$19K -208 -3%
IWC
414
Integrated Wealth Concepts
Massachusetts
$631K +$270K +2,949 +73%
CAM
415
Carret Asset Management
New York
$626K – – –
PCG
416
Prosperity Consulting Group
Maryland
$624K +$10.1K +111 +2%
KeyBank National Association
417
KeyBank National Association
Ohio
$622K +$260K +2,840 +70%
JWCA
418
J.W. Cole Advisors
Florida
$620K +$19.9K +218 +3%
FMI
419
Frec Markets Inc
California
$619K +$628K +6,866 New
VI
420
Vestcor Inc
New Brunswick, Canada
$616K – – –
HI
421
Harbour Investments
Wisconsin
$611K +$411K +4,494 +197%
CAM
422
CenterStar Asset Management
Illinois
$610K +$619K +6,776 New
RFC
423
Regions Financial Corp
Alabama
$606K -$3.75K -41 -0.6%
UB
424
UMB Bank
Missouri
$605K +$2.1K +23 +0.3%
SPIA
425
Steward Partners Investment Advisory
New York
$601K -$48.4K -530 -7%