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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
476
Jackson Grant Investment Advisers
Connecticut
$222K
CAAM
477
Cornerstone Advisors Asset Management
Pennsylvania
$221K -$73.5K -1,023 -25%
P
478
Pitcairn
Pennsylvania
$220K -$2.66K -37 -1%
Brown Advisory
479
Brown Advisory
Maryland
$219K
WIM
480
WealthPlan Investment Management
Nebraska
$219K +$174K +2,424 New
BAM
481
Belpointe Asset Management
Nevada
$218K +$60.7K +845 +39%
RWA
482
Redhawk Wealth Advisors
Minnesota
$216K -$718 -10 -0.3%
CFS
483
CRA Financial Services
New Jersey
$216K
SNBOSD
484
Security National Bank of So Dak
Iowa
$216K
RA
485
RFG Advisory
Alabama
$216K +$171K +2,382 New
SPC
486
Sigma Planning Corp
Michigan
$215K +$214K +2,982 New
C
487
CEDRUS
Colorado
$213K +$212K +2,951 New
AIP
488
Ameritas Investment Partners
Nebraska
$212K
PCS
489
Personal CFO Solutions
New Jersey
$212K +$211K +2,942 New
SNB
490
Security National Bank
Nebraska
$210K +$209K +2,905 New
DOA
491
D'Orazio & Associates
Virginia
$210K +$209K +2,907 New
RJT
492
Raymond James Trust
Florida
$210K +$209K +2,910 New
RCAG
493
Rehmann Capital Advisory Group
Michigan
$208K +$207K +2,884 New
HSA
494
HBK Sorce Advisory
Pennsylvania
$206K +$205K +2,852 New
PFPT
495
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K +$204K +2,838 New
BWM
496
BCGM Wealth Management
Indiana
$203K +$168K +2,340 New
Koshinski Asset Management
497
Koshinski Asset Management
Illinois
$202K +$201K +2,797 New
FCFC
498
First Citizens Financial Corp
Iowa
$202K +$201K +2,799 New
JWCA
499
J.W. Cole Advisors
Florida
$200K +$199K +2,775 New
ST
500
Sageworth Trust
Pennsylvania
$186K