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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Belpointe Asset Management
Nevada
$299K +$63K +742 +23%
HSA
452
HBK Sorce Advisory
Pennsylvania
$298K -$159K -1,875 -32%
CIC
453
Cornercap Investment Counsel
Georgia
$296K
CG
454
Colony Group
Massachusetts
$296K -$85 -1 -0%
JMF
455
Johnson Midwest Financial
Iowa
$292K +$509 +6 +0.2%
HCA
456
Harbor Capital Advisors
Illinois
$292K +$333K +3,923 New
LB
457
Legacy Bridge
Iowa
$289K -$339 -4 -0.1%
P
458
Pitcairn
Pennsylvania
$289K +$75.7K +892 +30%
IHWM
459
Iron Horse Wealth Management
Iowa
$288K
9WM
460
9258 Wealth Management
Ohio
$287K
AA
461
Auxano Advisors
Washington
$287K
OW
462
Olistico Wealth
Oklahoma
$283K +$2.21K +26 +0.7%
LNC
463
Lincoln National Corp
Pennsylvania
$283K -$56.2K -662 -15%
BCM
464
Bayesian Capital Management
New York
$282K +$322K +3,800 New
IUHSA
465
Itau Unibanco Holding S.A.
Brazil
$282K +$322K +3,798 New
SAM
466
Sompo Asset Management
Japan
$282K -$63.6K -750 -17%
PFO
467
Pathstone Family Office
New Jersey
$272K -$1.59M -18,782 -84%
CGL
468
Clarius Group LLC
Washington
$270K -$2.38K -28 -0.8%
CFB
469
Cullen/Frost Bankers
Texas
$269K +$93.3K +1,100 +44%
SCA
470
Snowden Capital Advisors
New York
$266K -$33.3K -393 -10%
WWM
471
Western Wealth Management
Colorado
$264K +$6.11K +72 +2%
CAM
472
Cresset Asset Management
Illinois
$263K +$95K +1,120 +46%
PA
473
Prossimo Advisors
California
$263K -$30.6K -361 -9%
KeyBank National Association
474
KeyBank National Association
Ohio
$261K +$2.12K +25 +0.7%
RJT
475
Raymond James Trust
Florida
$261K +$15.6K +184 +6%