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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Blueshift Asset Management
New Jersey
$349K -$485K -6,004 -60%
William Blair & Company
452
William Blair & Company
Illinois
$344K -$81.2K -1,005 -20%
JGIA
453
Jackson Grant Investment Advisers
Connecticut
$343K +$74.6K +924 +30%
BC
454
Burney Company
Virginia
$341K -$6.38K -79 -2%
DFCM
455
Dark Forest Capital Management
Puerto Rico
$338K +$318K +3,934 New
MPM
456
MBB Public Markets
Illinois
$332K -$956K -11,834 -75%
FPAS
457
Focus Partners Advisor Solutions
Missouri
$331K -$88.4K -1,095 -22%
IAA
458
Independent Advisor Alliance
North Carolina
$329K -$419K -5,194 -58%
HWM
459
HB Wealth Management
Georgia
$329K +$63.2K +783 +26%
RSWA
460
Robinson Smith Wealth Advisors
Maine
$328K -$242 -3 -0.1%
Capstone Investment Advisors
461
Capstone Investment Advisors
New York
$326K -$20.2K -250 -6%
9WM
462
9258 Wealth Management
Ohio
$323K
GCM
463
Glaxis Capital Management
Florida
$323K +$2.5K +31 +0.8%
NB
464
Nicolet Bankshares
Wisconsin
$322K -$113K -1,400 -27%
WA
465
Waverly Advisors
Alabama
$319K -$14.1K -174 -4%
LSAG
466
Lake Street Advisors Group
New Hampshire
$318K +$8.08K +100 +3%
STCOSD
467
Sageworth Trust Company of South Dakota
South Dakota
$318K
SI
468
Seeds Investor
New York
$316K -$23.9K -296 -7%
DEA
469
DoubleLine ETF Adviser
Florida
$312K -$26.7K -331 -8%
QCM
470
Qsemble Capital Management
New York
$311K -$222K -2,746 -43%
1WA
471
180 Wealth Advisors
Washington
$309K -$18.5K -229 -6%
IHWM
472
Iron Horse Wealth Management
Iowa
$309K
RG
473
Renaissance Group
Kentucky
$308K
BPA
474
Beacon Pointe Advisors
California
$307K -$67.3K -833 -19%
RIA
475
Regal Investment Advisors
Michigan
$304K +$242 +3 +0.1%