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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
EI
451
Ellevest Inc
New York
$195K +$31.2K +559 +21%
SFO
452
Standard Family Office
South Dakota
$194K -$72.5K -1,300 -29%
BCA
453
Berman Capital Advisors
Georgia
$190K -$334 -6 -0.2%
SSC
454
Syverson Strege & Co
Iowa
$185K +$446 +8 +0.3%
CWP
455
Concord Wealth Partners
Virginia
$184K +$3.62K +65 +2%
JGIA
456
Jackson Grant Investment Advisers
Connecticut
$184K +$171K +3,071 New
IAIM
457
International Assets Investment Management
Florida
$159K +$75.7K +1,359 +86%
JCM
458
Jacobi Capital Management
Pennsylvania
$155K -$16.6K -298 -10%
OIA
459
Optimum Investment Advisors
Illinois
$153K +$27.9K +500 +24%
SIM
460
Sentry Investment Management
Wisconsin
$152K -$677K -12,140 -83%
CFB
461
Cullen/Frost Bankers
Texas
$149K -$13.7K -246 -9%
TFGT
462
TS Financial Group (TSFG)
Illinois
$149K
FWM
463
Focused Wealth Management
New York
$147K
FC
464
FORA Capital
Florida
$140K +$61.4K +1,102 +89%
S
465
SignatureFD
Georgia
$137K +$7.13K +128 +6%
QCG
466
Quadrant Capital Group
Ohio
$131K +$10.2K +183 +9%
FA
467
Fortis Advisors
Pennsylvania
$123K
CA
468
Clearstead Advisors
Ohio
$120K
DOA
469
D'Orazio & Associates
Virginia
$119K
BCWM
470
Bartlett & Co Wealth Management
Ohio
$116K
FCA
471
FinTrust Capital Advisors
South Carolina
$116K -$85.5K -1,534 -44%
BC
472
Bartlett & Co
Ohio
$116K
BAM
473
Belpointe Asset Management
Nevada
$114K +$106K +1,905 New
Federated Hermes
474
Federated Hermes
Pennsylvania
$103K -$225K -4,045 -70%
AF
475
Advisornet Financial
Minnesota
$102K -$16.8K -302 -15%