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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
426
Summit X LLC
Missouri
$366K -$22.9K -270 -5%
EAM
427
Erste Asset Management
Austria
$363K – – –
TFA
428
Teamwork Financial Advisors
Texas
$359K -$3.15M -37,098 -88%
Federated Hermes
429
Federated Hermes
Pennsylvania
$359K -$644K -7,586 -61%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K +$594 +7 +0.1%
LFA
431
Legacy Financial Advisors
Kentucky
$353K +$12K +141 +3%
C
432
CEDRUS
Colorado
$349K +$26.1K +308 +7%
FA
433
FDx Advisors
Illinois
$349K – – –
JCM
434
Jacobi Capital Management
Pennsylvania
$348K +$103K +1,215 +35%
CWA
435
Centennial Wealth Advisory
Michigan
$345K +$48.9K +576 +14%
STCOSD
436
Sageworth Trust Company of South Dakota
South Dakota
$340K -$42.2K -497 -10%
IAA
437
Independent Advisor Alliance
North Carolina
$338K +$386K +4,554 New
ECM
438
Everence Capital Management
Indiana
$337K – – –
KA
439
Kintegral Advisory
New York
$335K -$20.5K -242 -5%
EI
440
Ellevest Inc
New York
$334K -$63K -742 -14%
IA
441
IFP Advisors
Florida
$333K -$409K -4,816 -45%
William Blair & Company
442
William Blair & Company
Illinois
$333K -$64.7K -763 -15%
FRM
443
Fox Run Management
Connecticut
$333K +$380K +4,478 New
AWM
444
Apollon Wealth Management
South Carolina
$329K +$31.8K +375 +9%
KWM
445
Kingsview Wealth Management
Oregon
$326K -$1.25M -14,679 -77%
Capstone Investment Advisors
446
Capstone Investment Advisors
New York
$326K +$372K +4,385 New
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$322K – – –
CWP
448
Cyndeo Wealth Partners
Florida
$321K -$3.96M -46,709 -92%
XT
449
XTX Topco
Cayman Islands
$311K +$355K +4,188 New
JWCA
450
J.W. Coons Advisors
Ohio
$311K +$2.12K +25 +0.6%