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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
426
Ritholtz Wealth Management
New York
$349K -$50.2K -696 -13%
CWA
427
Centennial Wealth Advisory
Michigan
$349K -$3.68K -51 -1%
STCOSD
428
Sageworth Trust Company of South Dakota
South Dakota
$347K
JWCA
429
J.W. Coons Advisors
Ohio
$344K +$25.7K +356 +9%
KA
430
Kintegral Advisory
New York
$342K
EI
431
Ellevest Inc
New York
$341K -$360 -5 -0.1%
Verition Fund Management
432
Verition Fund Management
Connecticut
$340K -$309K -4,288 -49%
William Blair & Company
433
William Blair & Company
Illinois
$339K -$649 -9 -0.2%
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$329K
Capstone Investment Advisors
435
Capstone Investment Advisors
New York
$327K -$5.69K -79 -2%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K -$32.7K -454 -10%
CFAM
437
Center For Asset Management
Florida
$320K +$304K +4,214 New
LSPW
438
Lake Street Private Wealth
Illinois
$319K -$71K -985 -19%
CGL
439
Clarius Group LLC
Washington
$319K +$41.4K +574 +16%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$315K +$144K +2,000 +93%
BC
441
Bartlett & Co
Ohio
$315K +$144K +2,000 +93%
HSA
442
HBK Sorce Advisory
Pennsylvania
$315K +$10.1K +140 +3%
IC
443
IEQ Capital
California
$314K -$111K -1,536 -27%
AA
444
ALPS Advisors
Colorado
$313K +$2.16K +30 +0.7%
PTC
445
Petrus Trust Company
Texas
$307K +$292K +4,048 New
CIC
446
Cornercap Investment Counsel
Georgia
$302K
CG
447
Colony Group
Massachusetts
$300K -$1.8K -25 -0.6%
HCA
448
Harbor Capital Advisors
Illinois
$298K
ECM
449
Everence Capital Management
Indiana
$297K
LB
450
Legacy Bridge
Iowa
$295K