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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
451
Caprock Group
Idaho
$307K +$19.2K +226 +6%
AA
452
ALPS Advisors
Colorado
$304K +$1.44K +17 +0.4%
BAM
453
Belpointe Asset Management
Nevada
$299K +$63K +742 +23%
HSA
454
HBK Sorce Advisory
Pennsylvania
$298K -$159K -1,875 -32%
CIC
455
Cornercap Investment Counsel
Georgia
$296K – – –
CG
456
Colony Group
Massachusetts
$296K -$85 -1 -0%
JMF
457
Johnson Midwest Financial
Iowa
$292K +$509 +6 +0.2%
HCA
458
Harbor Capital Advisors
Illinois
$292K +$333K +3,923 New
LB
459
Legacy Bridge
Iowa
$289K -$339 -4 -0.1%
P
460
Pitcairn
Pennsylvania
$289K +$75.7K +892 +30%
IHWM
461
Iron Horse Wealth Management
Iowa
$288K – – –
9WM
462
9258 Wealth Management
Ohio
$287K – – –
AA
463
Auxano Advisors
Washington
$287K – – –
OW
464
Olistico Wealth
Oklahoma
$283K +$2.21K +26 +0.7%
LNC
465
Lincoln National Corp
Pennsylvania
$283K -$56.2K -662 -15%
BCM
466
Bayesian Capital Management
New York
$282K +$322K +3,800 New
IUHSA
467
Itau Unibanco Holding S.A.
Brazil
$282K +$322K +3,798 New
SAM
468
Sompo Asset Management
Japan
$282K -$63.6K -750 -17%
PFO
469
Pathstone Family Office
New Jersey
$272K -$647K -7,621 -68%
CGL
470
Clarius Group LLC
Washington
$270K -$2.38K -28 -0.8%
CFB
471
Cullen/Frost Bankers
Texas
$269K +$93.3K +1,100 +44%
SCA
472
Snowden Capital Advisors
New York
$266K -$33.3K -393 -10%
WWM
473
Western Wealth Management
Colorado
$264K +$6.11K +72 +2%
CAM
474
Cresset Asset Management
Illinois
$263K +$95K +1,120 +46%
PA
475
Prossimo Advisors
California
$263K -$30.6K -361 -9%
17 18
19
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