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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Prudential plc
United Kingdom
$352K -$851K -10,606 -72%
CWA
452
Centennial Wealth Advisory
Michigan
$351K -$35.1K -437 -10%
LSAG
453
Lake Street Advisors Group
New Hampshire
$340K +$11.7K +146 +4%
IPWA
454
International Private Wealth Advisors
California
$337K +$313K +3,905 New
RSWA
455
Robinson Smith Wealth Advisors
Maine
$330K -$241 -3 -0.1%
IMCOOI
456
Investment Management Corp of Ontario (IMCO)
Canada
$330K -$144K -1,800 -32%
9WM
457
9258 Wealth Management
Ohio
$327K
STCOSD
458
Sageworth Trust Company of South Dakota
South Dakota
$324K -$16K -199 -5%
SWP
459
Stratos Wealth Partners
Ohio
$324K -$3.85K -48 -1%
RIA
460
Regal Investment Advisors
Michigan
$322K +$300K +3,734 New
LSPW
461
Lake Street Private Wealth
Illinois
$320K +$59.2K +738 +25%
NP
462
Nilsine Partners
Colorado
$320K +$33.9K +423 +13%
WA
463
Waverly Advisors
Alabama
$320K +$298K +3,708 New
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$319K
FFM
465
Fullerton Fund Management
Singapore
$318K +$296K +3,689 New
HT
466
Headlands Technologies
Illinois
$315K -$11.4K -142 -4%
SW
467
SVB Wealth
Massachusetts
$314K -$28.2K -352 -9%
SIMG
468
Sonora Investment Management Group
Arizona
$311K
IHWM
469
Iron Horse Wealth Management
Iowa
$311K -$2.41K -30 -0.8%
CIC
470
Cornercap Investment Counsel
Georgia
$305K
KeyBank National Association
471
KeyBank National Association
Ohio
$301K -$3.77K -47 -1%
RG
472
Renaissance Group
Kentucky
$301K +$3.85K +48 +1%
HSA
473
HBK Sorce Advisory
Pennsylvania
$299K +$8.51K +106 +3%
SP
474
Symmetry Partners
Connecticut
$293K
TRCT
475
Tower Research Capital (TRC)
New York
$292K -$2.53M -31,578 -90%