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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
451
Capital Investment Advisors
Georgia
$633K +$596K +5,875 New
BP
452
Ballentine Partners
Massachusetts
$628K +$312K +3,077 +112%
FCM
453
Fourpath Capital Management
Oklahoma
$621K +$172K +1,692 +42%
QCM
454
QRG Capital Management
Illinois
$620K +$65.1K +641 +13%
TE
455
Tema ETFs
New York
$616K +$44.2K +435 +8%
KRSITF
456
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$614K -$14.5K -143 -2%
PAM
457
Palisade Asset Management
Minnesota
$608K – – –
FFN
458
Focus Financial Network
Minnesota
$605K +$11.2K +110 +2%
AC
459
Apella Capital
Connecticut
$605K +$5.79K +57 +1%
GPW
460
Gentry Private Wealth
Kansas
$604K -$15.8K -156 -3%
SWP
461
Sagespring Wealth Partners
Tennessee
$604K +$53.9K +531 +10%
FRM
462
Fox Run Management
Connecticut
$602K +$567K +5,589 New
SAM
463
Securian Asset Management
Minnesota
$597K -$10.2K -100 -2%
ISB
464
Iowa State Bank
Iowa
$590K -$3.05K -30 -0.5%
LA
465
LVW Advisors
New York
$590K +$71.4K +703 +15%
CAMG
466
CWA Asset Management Group
Florida
$574K +$7.11K +70 +1%
WAM
467
Weiss Asset Management
Massachusetts
$573K +$540K +5,321 New
WPW
468
Waldron Private Wealth
Pennsylvania
$567K +$6.09K +60 +1%
AWM
469
Aprio Wealth Management
Georgia
$565K +$10.7K +105 +2%
RWM
470
Ritholtz Wealth Management
New York
$564K +$115K +1,136 +28%
AWA
471
Arkadios Wealth Advisors
Georgia
$562K -$119K -1,170 -18%
BMC
472
Benin Management Corp
Connecticut
$560K – – –
CPCPP
473
Canada Post Corporation Pension Plan
Canada
$544K – – –
ECM
474
Evergreen Capital Management
Washington
$542K +$183K +1,798 +56%
SWP
475
Stratos Wealth Partners
Ohio
$539K +$15.7K +155 +3%
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