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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
426
Jacobi Capital Management
Pennsylvania
$694K -$15.4K -152 -2%
VF
427
Virtu Financial
New York
$693K +$653K +6,431 New
GT
428
Greenleaf Trust
Michigan
$691K -$24.3K -239 -4%
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$687K +$50.1K +493 +8%
CIA
430
Concurrent Investment Advisors
Florida
$682K +$58.2K +573 +10%
T
431
TOBAM
France
$681K +$64K +630 +11%
PCIA
432
Prime Capital Investment Advisors
Kansas
$680K +$37.1K +365 +6%
NMIMC
433
Northwestern Mutual Investment Management Company
Wisconsin
$679K -$2.84K -28 -0.4%
CAM
434
Carret Asset Management
New York
$679K -$66K -650 -9%
VVP
435
Venture Visionary Partners
Ohio
$678K +$508 +5 +0.1%
SAM
436
Smartleaf Asset Management
Massachusetts
$678K
ECM
437
ExodusPoint Capital Management
New York
$676K +$637K +6,269 New
JIC
438
Johnson Investment Counsel
Ohio
$667K +$711 +7 +0.1%
RBC
439
Romano Brothers & Co
Illinois
$667K
Assenagon Asset Management
440
Assenagon Asset Management
Luxembourg
$663K -$10.1M -99,225 -94%
VT
441
Vise Technologies
New York
$661K +$162K +1,591 +35%
KWM
442
Kingsview Wealth Management
Oregon
$658K +$92.9K +915 +18%
HNB
443
Hilltop National Bank
Wyoming
$647K -$30.4K -299 -5%
NWMG
444
National Wealth Management Group
Ohio
$644K -$139K -1,370 -19%
CCM
445
Coldstream Capital Management
Washington
$642K -$50.2K -494 -8%
BBHC
446
Brown Brothers Harriman & Co
New York
$640K +$195K +1,920 +48%
MSA
447
MUFG Securities Americas
New York
$638K +$45.4K +447 +8%
GRP
448
Global Retirement Partners
California
$635K +$598K +5,888 New
CIA
449
Capital Investment Advisors
Georgia
$633K +$596K +5,875 New
BP
450
Ballentine Partners
Massachusetts
$628K +$312K +3,077 +112%