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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
451
9258 Wealth Management
Ohio
$294K +$1.3K +18 +0.5%
P
452
Pitcairn
Pennsylvania
$293K -$1.37K -19 -0.5%
OW
453
Olistico Wealth
Oklahoma
$290K +$1.87K +26 +0.7%
CG
454
Caprock Group
Idaho
$288K -$24.5K -340 -8%
I
455
InceptionR
California
$288K +$273K +3,791 New
SAM
456
Sompo Asset Management
Japan
$287K
AWM
457
Affinity Wealth Management
Delaware
$287K +$37.6K +521 +16%
AA
458
Auxano Advisors
Washington
$287K
RWP
459
RWA Wealth Partners
Massachusetts
$285K +$270K +3,752 New
IHWM
460
Iron Horse Wealth Management
Iowa
$275K -$18K -250 -6%
SWP
461
Stratos Wealth Partners
Ohio
$273K +$17.4K +242 +7%
MAM
462
MMA Asset Management
Pennsylvania
$266K +$4.11K +57 +2%
SCA
463
Snowden Capital Advisors
New York
$264K -$6.7K -93 -3%
AIC
464
Archer Investment Corporation
Indiana
$264K +$161K +2,235 +180%
RJT
465
Raymond James Trust
Florida
$262K -$4.4K -61 -2%
KeyBank National Association
466
KeyBank National Association
Ohio
$261K -$5.41K -75 -2%
APA
467
Astoria Portfolio Advisors
New York
$261K +$6.42K +89 +3%
SFG
468
StrategIQ Financial Group
Indiana
$259K +$36K +500 +17%
RG
469
Renaissance Group
Kentucky
$257K +$24.7K +342 +11%
CWP
470
Concord Wealth Partners
Virginia
$254K +$9.88K +137 +4%
WA
471
WESPAC Advisors
California
$252K
1IA
472
1834 Investment Advisors
Wisconsin
$251K -$7.64K -106 -3%
O
473
Ossiam
France
$251K -$7.81M -108,355 -97%
ASN
474
Advisory Services Network
Georgia
$248K -$220K -3,048 -48%
CTA
475
Chesley Taft & Associates
Illinois
$248K +$216 +3 +0.1%