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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
426
Baader Bank Aktiengesellschaft
Germany
$425K +$208K +2,708 +102%
CAMG
427
CWA Asset Management Group
Florida
$424K -$5.37K -70 -1%
Lido Advisors
428
Lido Advisors
California
$419K +$36.7K +478 +10%
PPWP
429
Premier Path Wealth Partners
New Jersey
$414K -$14K -182 -3%
BAM
430
Belpointe Asset Management
Nevada
$414K +$37.1K +483 +10%
BMC
431
Benin Management Corp
Connecticut
$413K
CWA
432
Centennial Wealth Advisory
Michigan
$412K +$52.7K +686 +15%
GCP
433
GSA Capital Partners
United Kingdom
$407K -$806K -10,504 -67%
AWS
434
Atria Wealth Solutions
New York
$404K -$2K -26 -0.5%
NP
435
NorthRock Partners
Minnesota
$402K +$32.9K +429 +9%
IPW
436
Impact Partnership Wealth
Georgia
$402K +$389K +5,064 New
TCM
437
Twin Capital Management
Pennsylvania
$402K -$3.61K -47 -0.9%
TPA
438
Trivium Point Advisory
Connecticut
$402K -$43.2K -563 -10%
IAA
439
Independent Advisor Alliance
North Carolina
$399K +$921 +12 +0.2%
HW
440
Hancock Whitney
Mississippi
$390K -$2.3K -30 -0.6%
CT
441
ClearAlpha Technologies
Connecticut
$389K +$376K +4,897 New
ALAM
442
Asahi Life Asset Management
Japan
$387K +$374K +4,870 New
EWM
443
Empirical Wealth Management
Washington
$381K -$62.6K -816 -15%
PTC
444
Petrus Trust Company
Texas
$378K +$31K +404 +9%
HWM
445
HB Wealth Management
Georgia
$376K -$28.2K -367 -7%
TSS
446
Two Sigma Securities
New York
$375K +$363K +4,726 New
CFO
447
Callan Family Office
Pennsylvania
$375K +$362K +4,718 New
BAM
448
Blueshift Asset Management
New Jersey
$372K +$360K +4,685 New
WPW
449
Waldron Private Wealth
Pennsylvania
$370K
CWM
450
Cornerstone Wealth Management
Missouri
$369K +$173K +2,253 +94%