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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
426
LeJeune Puetz Investment Counsel
Michigan
$262K
LB
427
Legacy Bridge
Iowa
$260K
ZCA
428
Zeke Capital Advisors
Pennsylvania
$260K
MML Investors Services
429
MML Investors Services
Massachusetts
$260K +$19.1K +272 +8%
9WM
430
9258 Wealth Management
Ohio
$258K
JWCA
431
J.W. Coons Advisors
Ohio
$258K +$271K +3,853 New
SWP
432
Stratos Wealth Partners
Ohio
$254K +$8.09K +115 +3%
ASN
433
Advisory Services Network
Georgia
$247K -$61.4K -873 -19%
MGP
434
Metis Global Partners
California
$246K -$23.1K -329 -8%
BFM
435
Boothbay Fund Management
New York
$245K +$258K +3,674 New
IPW
436
Inlet Private Wealth
Florida
$242K -$27.4K -390 -10%
CC
437
Commons Capital
Massachusetts
$239K +$4.36K +62 +2%
DAS
438
Dynamic Advisor Solutions
Arizona
$238K +$281 +4 +0.1%
SWM
439
SeaCrest Wealth Management
New York
$237K +$774 +11 +0.3%
CG
440
Caprock Group
Idaho
$234K -$21.9K -311 -8%
NWM
441
Northwest Wealth Management
Iowa
$234K +$21.1K +300 +9%
MAM
442
MMA Asset Management
Pennsylvania
$233K
ECM
443
ExodusPoint Capital Management
New York
$232K -$4.27M -60,731 -95%
PFO
444
Pathstone Family Office
New Jersey
$230K +$243K +3,450 New
Bessemer Group
445
Bessemer Group
New Jersey
$228K +$47.8K +679 +25%
HAIM
446
Hunter Associates Investment Management
Pennsylvania
$228K +$240K +3,411 New
KeyBank National Association
447
KeyBank National Association
Ohio
$227K +$15.3K +218 +7%
S
448
SignatureFD
Georgia
$222K -$32K -455 -12%
JF
449
Jump Financial
Illinois
$222K +$234K +3,333 New
CTA
450
Chesley Taft & Associates
Illinois
$218K +$229K +3,259 New