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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
EH
426
Equitable Holdings
New York
$205K +$208K +3,249 New
CA
427
Cetera Advisors
Colorado
$203K +$205K +3,206 New
SG Americas Securities
428
SG Americas Securities
New York
$202K -$689K -10,773 -77%
DMBA
429
Deseret Mutual Benefit Administrators
Utah
$196K +$198K +3,097 New
JGIA
430
Jackson Grant Investment Advisers
Connecticut
$194K – – –
QCG
431
Quadrant Capital Group
Ohio
$184K +$46.1K +721 +33%
PI
432
PGGM Investments
Netherlands
$181K +$183K +2,858 New
CFB
433
Cullen/Frost Bankers
Texas
$167K +$9.59K +150 +6%
OIA
434
Optimum Investment Advisors
Illinois
$161K – – –
TFGT
435
TS Financial Group (TSFG)
Illinois
$157K – – –
S
436
SignatureFD
Georgia
$157K +$12.1K +190 +8%
SSC
437
Syverson Strege & Co
Iowa
$154K -$41.3K -646 -21%
JCM
438
Jacobi Capital Management
Pennsylvania
$147K -$16K -251 -10%
NIM
439
NuWave Investment Management
New Jersey
$146K +$56.6K +885 +62%
LIM
440
Longfellow Investment Management
Massachusetts
$145K -$80.1K -1,253 -35%
PA
441
Parallel Advisors
California
$137K +$44K +688 +47%
FWM
442
Focused Wealth Management
New York
$136K -$19.2K -300 -12%
SCA
443
Stonebridge Capital Advisors
Minnesota
$128K -$134K -2,089 -51%
CA
444
Clearstead Advisors
Ohio
$127K +$1.41K +22 +1%
DOA
445
D'Orazio & Associates
Virginia
$125K – – –
CFA
446
Carroll Financial Associates
North Carolina
$124K +$29.3K +459 +30%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$122K – – –
BC
448
Bartlett & Co
Ohio
$122K – – –
BAM
449
Belpointe Asset Management
Nevada
$120K – – –
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K +$111K +1,733 New