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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
426
Iron Horse Wealth Management
Iowa
$264K +$14.1K +200 +5%
LPIC
427
LeJeune Puetz Investment Counsel
Michigan
$262K – – –
LB
428
Legacy Bridge
Iowa
$260K – – –
ZCA
429
Zeke Capital Advisors
Pennsylvania
$260K – – –
MML Investors Services
430
MML Investors Services
Massachusetts
$260K +$19.1K +272 +8%
9WM
431
9258 Wealth Management
Ohio
$258K – – –
JWCA
432
J.W. Coons Advisors
Ohio
$258K +$271K +3,853 New
SWP
433
Stratos Wealth Partners
Ohio
$254K +$8.09K +115 +3%
ASN
434
Advisory Services Network
Georgia
$247K -$61.4K -873 -19%
MGP
435
Metis Global Partners
California
$246K -$23.1K -329 -8%
BFM
436
Boothbay Fund Management
New York
$245K +$258K +3,674 New
IPW
437
Inlet Private Wealth
Florida
$242K -$27.4K -390 -10%
CC
438
Commons Capital
Massachusetts
$239K +$4.36K +62 +2%
DAS
439
Dynamic Advisor Solutions
Arizona
$238K +$281 +4 +0.1%
SWM
440
SeaCrest Wealth Management
New York
$237K +$774 +11 +0.3%
CG
441
Caprock Group
Idaho
$234K -$21.9K -311 -8%
NWM
442
Northwest Wealth Management
Iowa
$234K +$21.1K +300 +9%
MAM
443
MMA Asset Management
Pennsylvania
$233K – – –
ECM
444
ExodusPoint Capital Management
New York
$232K -$4.27M -60,731 -95%
PFO
445
Pathstone Family Office
New Jersey
$230K +$243K +3,450 New
Bessemer Group
446
Bessemer Group
New Jersey
$228K +$47.8K +679 +25%
HAIM
447
Hunter Associates Investment Management
Pennsylvania
$228K +$240K +3,411 New
KeyBank National Association
448
KeyBank National Association
Ohio
$227K +$15.3K +218 +7%
S
449
SignatureFD
Georgia
$222K -$32K -455 -12%
JF
450
Jump Financial
Illinois
$222K +$234K +3,333 New