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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
FDx Advisors
Illinois
$349K +$357K +4,162 New
QI
452
Qtron Investments
Massachusetts
$349K – – –
JWCA
453
J.W. Coons Advisors
Ohio
$349K +$25.8K +301 +8%
SXL
454
Summit X LLC
Missouri
$347K -$8.84K -103 -2%
AA
455
ALPS Advisors
Colorado
$342K -$27M -315,152 -99%
CWA
456
Centennial Wealth Advisory
Michigan
$342K +$21.1K +246 +6%
AWM
457
Apollon Wealth Management
South Carolina
$340K -$12.3K -143 -3%
CC
458
Centiva Capital
New York
$340K +$348K +4,051 New
CWP
459
Concord Wealth Partners
Virginia
$340K -$50.8K -592 -13%
CIC
460
Cornercap Investment Counsel
Georgia
$335K -$11.5K -134 -3%
CG
461
Colony Group
Massachusetts
$334K -$180K -2,094 -34%
SCA
462
Snowden Capital Advisors
New York
$333K -$37.1K -432 -10%
WA
463
WESPAC Advisors
California
$333K +$341K +3,970 New
LPIC
464
LeJeune Puetz Investment Counsel
Michigan
$329K – – –
JMF
465
Johnson Midwest Financial
Iowa
$329K -$8.92K -104 -3%
CG
466
Caprock Group
Idaho
$328K +$22.3K +260 +7%
LB
467
Legacy Bridge
Iowa
$327K +$343 +4 +0.1%
PA
468
Prossimo Advisors
California
$327K +$335K +3,900 New
IHWM
469
Iron Horse Wealth Management
Iowa
$326K +$223K +2,601 +204%
9WM
470
9258 Wealth Management
Ohio
$324K – – –
AA
471
Auxano Advisors
Washington
$324K – – –
AG
472
AIA Group
Hong Kong
$318K +$166K +1,939 +105%
OW
473
Olistico Wealth
Oklahoma
$317K +$324K +3,778 New
ESCM
474
Echo Street Capital Management
New York
$312K +$319K +3,721 New
Bessemer Group
475
Bessemer Group
New Jersey
$308K +$14.8K +173 +5%