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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
GT
426
Greenleaf Trust
Michigan
$599K +$33.5K +367 +6%
OWP
427
Obermeyer Wealth Partners
Colorado
$594K
JCM
428
Jacobi Capital Management
Pennsylvania
$594K -$52.3K -572 -8%
M&T Bank
429
M&T Bank
New York
$591K +$28.3K +310 +5%
OFG
430
OmniStar Financial Group
North Carolina
$585K +$594K +6,501 New
CFO
431
Callan Family Office
Pennsylvania
$584K -$28.7K -314 -5%
CCM
432
Coldstream Capital Management
Washington
$581K +$30K +328 +5%
EOJOAM
433
E. Ohman J:or Asset Management
Sweden
$581K
P
434
PensionDanmark
Denmark
$581K
AWA
435
Arkadios Wealth Advisors
Georgia
$575K +$107K +1,176 +23%
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$570K -$5.3K -58 -0.9%
HNB
437
Hilltop National Bank
Wyoming
$568K
NDSIB
438
North Dakota State Investment Board
North Dakota
$567K -$123K -1,344 -18%
VVP
439
Venture Visionary Partners
Ohio
$567K +$183 +2 +0%
RBC
440
Romano Brothers & Co
Illinois
$557K
JIC
441
Johnson Investment Counsel
Ohio
$557K -$13.8K -151 -2%
SAM
442
Smartleaf Asset Management
Massachusetts
$551K +$262K +2,862 +85%
Vontobel Holding
443
Vontobel Holding
Switzerland
$550K
AWM
444
Apollon Wealth Management
South Carolina
$537K +$21.3K +233 +4%
PCIA
445
Prime Capital Investment Advisors
Kansas
$536K +$2.19K +24 +0.4%
Envestnet Portfolio Solutions
446
Envestnet Portfolio Solutions
Illinois
$530K +$538K +5,884 New
PCM
447
Polymer Capital Management
New York
$530K +$537K +5,878 New
BMCM
448
Burns Matteson Capital Management
New York
$529K +$537K +5,871 New
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$527K
GPW
450
Gentry Private Wealth
Kansas
$519K -$65.6K -718 -11%