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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$35K -$69.9K -1,477 -57%
CIA
427
CSat Investment Advisory
Michigan
$35K +$2.65K +56 +5%
CLOS
428
Compagnie Lombard Odier SCmA
Switzerland
$34K – – –
SIA
429
Sit Investment Associates
Minnesota
$34K – – –
TPWA
430
TRUE Private Wealth Advisors
Oregon
$32K -$852 -18 -2%
PAI
431
Pittenger & Anderson Inc
Nebraska
$32K – – –
PMFA
432
Plante Moran Financial Advisors
Michigan
$31K – – –
CS
433
Capital Square
Tennessee
$31K +$47.3K +1,000 New
FFC
434
First Financial Corp
Indiana
$30K – – –
MCM
435
Manchester Capital Management
Vermont
$30K – – –
TWA
436
TCI Wealth Advisors
Arizona
$29K +$5.87K +124 +15%
TAIM
437
TD Ameritrade Investment Management
Nebraska
$28K -$3.55K -75 -8%
PCG
438
Private Capital Group
Connecticut
$28K – – –
QT
439
Quantbot Technologies
New York
$27K +$41.9K +886 New
TF
440
Tompkins Financial
New York
$26K -$3.88K -82 -9%
M
441
MOTCO
Texas
$25K -$2.22K -47 -6%
CI
442
CX Institutional
Indiana
$25K +$30K +634 +414%
TFS
443
TrustCore Financial Services
Tennessee
$24K – – –
APA
444
American Portfolios Advisors
New York
$23.7K -$41.3K -872 -54%
RWA
445
Ropes Wealth Advisors
Massachusetts
$23K -$182K -3,855 -84%
WT
446
Washington Trust
Rhode Island
$23K +$35K +739 New
AWM
447
Avondale Wealth Management
Texas
$22K – – –
RAM
448
Riggs Asset Management
Pennsylvania
$21K – – –
GI
449
Gradient Investments
Minnesota
$20K -$615 -13 -2%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$9.79K +207 +49%