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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
451
Y-Intercept (HK)
Hong Kong
$433K -$548K -6,592 -56%
TCM
452
Twin Capital Management
Pennsylvania
$431K -$12.1K -145 -3%
HWM
453
HB Wealth Management
Georgia
$430K +$76.4K +919 +22%
AWS
454
Atria Wealth Solutions
New York
$429K +$423K +5,088 New
IAA
455
Independent Advisor Alliance
North Carolina
$422K +$36K +433 +9%
CPIG
456
Chicago Partners Investment Group
Illinois
$420K +$450K +5,413 New
HW
457
Hancock Whitney
Mississippi
$417K +$7.57K +91 +2%
LFA
458
Legacy Financial Advisors
Kentucky
$416K -$13.6K -163 -3%
USAA
459
United Services Automobile Association
Texas
$409K +$409K +4,920 New
Lido Advisors
460
Lido Advisors
California
$405K -$30.4K -366 -7%
GWM
461
Geneos Wealth Management
Colorado
$401K +$250K +3,000 +171%
PA
462
Procyon Advisors
Connecticut
$399K +$447K +5,372 New
BAM
463
Belpointe Asset Management
Nevada
$399K +$57.1K +686 +17%
SFA
464
Sequoia Financial Advisors
Ohio
$395K +$4.49K +54 +1%
EF
465
Empowered Funds
Pennsylvania
$395K +$41.3K +497 +12%
VI
466
Vestcor Inc
New Brunswick, Canada
$394K +$998 +12 +0.3%
WPW
467
Waldron Private Wealth
Pennsylvania
$393K -$56.8K -683 -13%
NP
468
NorthRock Partners
Minnesota
$391K +$24.4K +293 +7%
NP
469
Nilsine Partners
Colorado
$388K -$12.4K -149 -3%
CWA
470
Centennial Wealth Advisory
Michigan
$379K +$47.1K +566 +14%
HCA
471
Harbor Capital Advisors
Illinois
$378K -$61.5K -739 -14%
MLA
472
My Legacy Advisors
Oregon
$378K -$5.49K -66 -1%
BEI
473
Benjamin Edwards Inc
Missouri
$375K +$83 +1 +0%
VCA
474
Verdence Capital Advisors
Maryland
$368K +$103K +1,243 +40%
PTC
475
Petrus Trust Company
Texas
$368K -$317K -3,816 -47%