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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Stratos Wealth Partners
Ohio
$299K -$42.3K -584 -13%
LSAG
452
Lake Street Advisors Group
New Hampshire
$299K +$275K +3,796 New
HT
453
Headlands Technologies
Illinois
$298K +$275K +3,793 New
9WM
454
9258 Wealth Management
Ohio
$298K
CA
455
Continuum Advisory
Idaho
$293K -$183K -2,525 -40%
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$291K -$58.8K -812 -18%
DEA
457
DoubleLine ETF Adviser
Florida
$290K +$18.5K +256 +7%
IHWM
458
Iron Horse Wealth Management
Iowa
$285K
WA
459
WESPAC Advisors
California
$284K
SIMG
460
Sonora Investment Management Group
Arizona
$283K +$261K +3,600 New
CIC
461
Cornercap Investment Counsel
Georgia
$278K
KeyBank National Association
462
KeyBank National Association
Ohio
$278K +$4.85K +67 +2%
RJT
463
Raymond James Trust
Florida
$274K -$11.2K -154 -4%
AIC
464
Archer Investment Corporation
Indiana
$274K
GCP
465
GSA Capital Partners
United Kingdom
$273K +$251K +3,470 New
SFG
466
StrategIQ Financial Group
Indiana
$271K -$2.39K -33 -0.9%
GCP
467
Garda Capital Partners
Minnesota
$270K -$322K -4,450 -56%
RG
468
Renaissance Group
Kentucky
$270K +$3.26K +45 +1%
SP
469
Symmetry Partners
Connecticut
$269K -$122K -1,687 -33%
Bessemer Group
470
Bessemer Group
New Jersey
$266K -$152K -2,101 -38%
HSA
471
HBK Sorce Advisory
Pennsylvania
$264K -$57.1K -789 -19%
KNFPWM
472
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$262K +$241K +3,332 New
NP
473
Nilsine Partners
Colorado
$259K +$22.2K +307 +10%
RIL
474
Rothschild Investment LLC
Illinois
$257K +$236K +3,264 New
FCFC
475
First Citizens Financial Corp
Iowa
$257K