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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
426
JT Stratford LLC
Georgia
$297K -$25.9K -361 -8%
CIC
427
Cornercap Investment Counsel
Georgia
$297K – – –
RG
428
Renaissance Group
Kentucky
$296K – – –
IAA
429
Independent Advisor Alliance
North Carolina
$294K -$24.9K -346 -8%
JMF
430
Johnson Midwest Financial
Iowa
$291K +$503 +7 +0.2%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K +$74.9K +1,043 +36%
Cerity Partners
432
Cerity Partners
New York
$284K -$29.2K -406 -9%
LPIC
433
LeJeune Puetz Investment Counsel
Michigan
$283K – – –
LB
434
Legacy Bridge
Iowa
$281K – – –
ZCA
435
Zeke Capital Advisors
Pennsylvania
$281K – – –
Vontobel Holding
436
Vontobel Holding
Switzerland
$280K -$50.7K -706 -15%
HFM
437
Harvest Fund Management
China
$280K +$109K +1,517 +64%
9WM
438
9258 Wealth Management
Ohio
$279K – – –
JWCA
439
J.W. Coons Advisors
Ohio
$278K – – –
AA
440
Auxano Advisors
Washington
$278K +$277K +3,855 New
CWA
441
Centennial Wealth Advisory
Michigan
$276K -$150K -2,090 -35%
ASN
442
Advisory Services Network
Georgia
$273K +$5.03K +70 +2%
MA
443
Mutual Advisors
Nebraska
$270K +$269K +3,739 New
CGL
444
Clarius Group LLC
Washington
$269K -$21.1K -294 -7%
PAM
445
Premier Asset Management
Illinois
$264K +$262K +3,650 New
SB
446
Sunflower Bank
Texas
$263K -$92.6K -1,289 -26%
CG
447
Caprock Group
Idaho
$263K +$10.3K +143 +4%
MAM
448
MMA Asset Management
Pennsylvania
$262K +$10.5K +146 +4%
MGP
449
Metis Global Partners
California
$257K -$8.98K -125 -3%
DAS
450
Dynamic Advisor Solutions
Arizona
$257K +$72 +1 +0%