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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
451
V-Square Quantitative Management
Illinois
$308K +$216K +2,779 +185%
CFAM
452
Center For Asset Management
Florida
$302K -$1.86K -24 -0.6%
BCWM
453
Bartlett & Co Wealth Management
Ohio
$299K – – –
QI
454
Qtron Investments
Massachusetts
$299K -$131K -1,688 -29%
BC
455
Bartlett & Co
Ohio
$299K – – –
HSA
456
HBK Sorce Advisory
Pennsylvania
$299K -$621 -8 -0.2%
AWM
457
Apollon Wealth Management
South Carolina
$298K -$48.5K -625 -13%
SC
458
Syon Capital
California
$290K +$313K +4,030 New
RWP
459
RWA Wealth Partners
Massachusetts
$285K +$15.9K +205 +5%
HCA
460
Harbor Capital Advisors
Illinois
$283K – – –
CG
461
Caprock Group
Idaho
$282K +$9.55K +123 +3%
QCM
462
Qsemble Capital Management
New York
$281K +$303K +3,900 New
LB
463
Legacy Bridge
Iowa
$281K – – –
FA
464
FDx Advisors
Illinois
$278K -$159K -2,050 -35%
AA
465
Auxano Advisors
Washington
$278K – – –
LSPW
466
Lake Street Private Wealth
Illinois
$278K -$30.4K -392 -9%
CG
467
Colony Group
Massachusetts
$274K -$12K -154 -4%
9WM
468
9258 Wealth Management
Ohio
$273K -$7.76K -100 -3%
AWM
469
Affinity Wealth Management
Delaware
$272K – – –
PTC
470
Petrus Trust Company
Texas
$270K -$23.4K -302 -7%
P
471
Pitcairn
Pennsylvania
$269K -$9.63K -124 -3%
RJT
472
Raymond James Trust
Florida
$262K +$14.4K +185 +5%
IHWM
473
Iron Horse Wealth Management
Iowa
$262K – – –
WA
474
WESPAC Advisors
California
$260K +$22.5K +290 +9%
CGL
475
Clarius Group LLC
Washington
$255K -$52.2K -672 -16%
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