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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
GPW
451
Gentry Private Wealth
Kansas
$519K -$65.6K -718 -11%
CIA
452
Concurrent Investment Advisors
Florida
$518K +$75.5K +826 +17%
T
453
TOBAM
France
$513K +$520K +5,692 New
AC
454
Apella Capital
Connecticut
$510K -$48.7K -533 -9%
PAM
455
Palisade Asset Management
Minnesota
$508K +$1.92K +21 +0.4%
WA
456
Wealth Alliance
New York
$499K +$507K +5,541 New
AG
457
AIA Group
Hong Kong
$497K -$104K -1,138 -17%
ISB
458
Iowa State Bank
Iowa
$496K -$20.4K -223 -4%
FFN
459
Focus Financial Network
Minnesota
$496K +$27.6K +302 +6%
MSA
460
MUFG Securities Americas
New York
$493K +$8.04K +88 +2%
SAM
461
Securian Asset Management
Minnesota
$481K -$9.14K -100 -2%
TE
462
Tema ETFs
New York
$476K +$1.92K +21 +0.4%
CAMG
463
CWA Asset Management Group
Florida
$474K -$38.1K -417 -7%
SO
464
STRS Ohio
Ohio
$469K -$731 -8 -0.2%
WPW
465
Waldron Private Wealth
Pennsylvania
$469K +$50.1K +548 +12%
BMC
466
Benin Management Corp
Connecticut
$469K – – –
KWM
467
Kingsview Wealth Management
Oregon
$467K +$18.6K +204 +4%
Nomura Holdings
468
Nomura Holdings
Japan
$467K -$45K -492 -9%
AWM
469
Aprio Wealth Management
Georgia
$463K +$38.1K +417 +9%
KF
470
Krilogy Financial
Missouri
$462K -$11.7K -128 -3%
QCM
471
QRG Capital Management
Illinois
$461K +$60.5K +662 +15%
IWM
472
IHT Wealth Management
Illinois
$459K -$13.8K -151 -3%
HW
473
Hancock Whitney
Mississippi
$457K -$12.2K -134 -3%
SWP
474
Sagespring Wealth Partners
Tennessee
$457K +$69.7K +763 +18%
CPCPP
475
Canada Post Corporation Pension Plan
Canada
$455K – – –