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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
426
Cypress Capital Group
Florida
$296K +$306K +4,231 New
IPW
427
Inlet Private Wealth
Florida
$295K +$652 +9 +0.2%
MGP
428
Metis Global Partners
California
$295K +$291K +4,014 New
VAS
429
Vestmark Advisory Solutions
Massachusetts
$294K
RRCM
430
Rappaport Reiches Capital Management
Illinois
$294K +$290K +4,000 New
B
431
Barings
North Carolina
$292K -$402K -5,554 -58%
CGL
432
Clarius Group LLC
Washington
$292K
RG
433
Renaissance Group
Kentucky
$292K
LPIC
434
LeJeune Puetz Investment Counsel
Michigan
$288K
LB
435
Legacy Bridge
Iowa
$286K -$48.9K -675 -15%
ZCA
436
Zeke Capital Advisors
Pennsylvania
$286K +$282K +3,899 New
9WM
437
9258 Wealth Management
Ohio
$284K
CG
438
Caprock Group
Idaho
$280K +$7.89K +109 +3%
PIA
439
Pinion Investment Advisors
Kansas
$278K +$274K +3,790 New
S
440
SignatureFD
Georgia
$277K +$5K +69 +2%
IHWM
441
Iron Horse Wealth Management
Iowa
$276K +$7.24K +100 +3%
William Blair & Company
442
William Blair & Company
Illinois
$276K +$8.9K +123 +3%
TMAM
443
Tokio Marine Asset Management
Japan
$274K +$5.65K +78 +2%
SWP
444
Stratos Wealth Partners
Ohio
$271K +$33.1K +457 +14%
MML Investors Services
445
MML Investors Services
Massachusetts
$265K +$18.9K +261 +8%
AWM
446
Apollon Wealth Management
South Carolina
$264K +$260K +3,593 New
IC
447
IEQ Capital
California
$263K +$43.1K +596 +20%
DAS
448
Dynamic Advisor Solutions
Arizona
$261K -$8.83K -122 -3%
EMG
449
ETF Managers Group
New Jersey
$261K +$253K +3,494 New
DA
450
Duality Advisers
Florida
$261K +$257K +3,550 New