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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
426
Two Sigma Securities
New York
$241K +$224K +4,021 New
IPW
427
Inlet Private Wealth
Florida
$240K +$223K +4,000 New
FTDI
428
First Trust Direct Indexing
Massachusetts
$238K +$30K +538 +16%
DCM
429
Dupont Capital Management
Delaware
$236K -$67.4K -1,210 -24%
KFP
430
KMG Fiduciary Partners
Ohio
$236K +$220K +3,942 New
9WM
431
9258 Wealth Management
Ohio
$232K +$215K +3,865 New
PA
432
Profund Advisors
Maryland
$232K +$216K +3,869 New
MAM
433
MMA Asset Management
Pennsylvania
$230K -$105K -1,881 -33%
IFAM
434
Institutional & Family Asset Management
Colorado
$222K – – –
IFWM
435
Institute for Wealth Management
Colorado
$221K -$82.6K -1,482 -29%
DAS
436
Dynamic Advisor Solutions
Arizona
$219K +$204K +3,656 New
SPC
437
Sigma Planning Corp
Michigan
$218K +$202K +3,627 New
VAS
438
Vestmark Advisory Solutions
Massachusetts
$218K +$203K +3,635 New
LFA
439
Legacy Financial Advisors
Kentucky
$217K +$202K +3,620 New
IHWM
440
Iron Horse Wealth Management
Iowa
$213K – – –
LIM
441
Longfellow Investment Management
Massachusetts
$213K – – –
VI
442
Versor Investments
New York
$212K +$197K +3,533 New
RFC
443
Regions Financial Corp
Alabama
$212K +$197K +3,535 New
ZCM
444
Ziegler Capital Management
Illinois
$211K +$196K +3,520 New
AIP
445
Ameritas Investment Partners
Nebraska
$210K -$22.6K -406 -10%
QT
446
Quantbot Technologies
New York
$210K -$20.3K -364 -9%
KC
447
Kinloch Capital
Virginia
$209K -$83.3K -1,495 -30%
ACS
448
Archford Capital Strategies
Illinois
$208K -$847K -15,205 -82%
HAIM
449
Hunter Associates Investment Management
Pennsylvania
$206K +$191K +3,435 New
JIC
450
Johnson Investment Counsel
Ohio
$204K +$190K +3,405 New
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