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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
451
Redhawk Wealth Advisors
Minnesota
$356K +$71.4K +890 +28%
DEA
452
DoubleLine ETF Adviser
Florida
$354K +$33.5K +418 +11%
PP
453
Prudential plc
United Kingdom
$352K -$851K -10,606 -72%
CWA
454
Centennial Wealth Advisory
Michigan
$351K -$35.1K -437 -10%
LSAG
455
Lake Street Advisors Group
New Hampshire
$340K +$11.7K +146 +4%
IPWA
456
International Private Wealth Advisors
California
$337K +$313K +3,905 New
RSWA
457
Robinson Smith Wealth Advisors
Maine
$330K -$241 -3 -0.1%
IMCOOI
458
Investment Management Corp of Ontario (IMCO)
Canada
$330K -$144K -1,800 -32%
9WM
459
9258 Wealth Management
Ohio
$327K – – –
STCOSD
460
Sageworth Trust Company of South Dakota
South Dakota
$324K -$16K -199 -5%
SWP
461
Stratos Wealth Partners
Ohio
$324K -$3.85K -48 -1%
RIA
462
Regal Investment Advisors
Michigan
$322K +$300K +3,734 New
LSPW
463
Lake Street Private Wealth
Illinois
$320K +$59.2K +738 +25%
NP
464
Nilsine Partners
Colorado
$320K +$33.9K +423 +13%
WA
465
Waverly Advisors
Alabama
$320K +$298K +3,708 New
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$319K – – –
FFM
467
Fullerton Fund Management
Singapore
$318K +$296K +3,689 New
HT
468
Headlands Technologies
Illinois
$315K -$11.4K -142 -4%
SW
469
SVB Wealth
Massachusetts
$314K -$28.2K -352 -9%
SIMG
470
Sonora Investment Management Group
Arizona
$311K – – –
IHWM
471
Iron Horse Wealth Management
Iowa
$311K -$2.41K -30 -0.8%
CIC
472
Cornercap Investment Counsel
Georgia
$305K – – –
KeyBank National Association
473
KeyBank National Association
Ohio
$301K -$3.77K -47 -1%
RG
474
Renaissance Group
Kentucky
$301K +$3.85K +48 +1%
HSA
475
HBK Sorce Advisory
Pennsylvania
$299K +$8.51K +106 +3%