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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
Cigna Investments
Connecticut
$222K -$9.91K -138 -4%
PCMC
477
Paragon Capital Management (Colorado)
Colorado
$222K -$5.75K -80 -3%
JGIA
478
Jackson Grant Investment Advisers
Connecticut
$222K – – –
CAAM
479
Cornerstone Advisors Asset Management
Pennsylvania
$221K -$73.5K -1,023 -25%
P
480
Pitcairn
Pennsylvania
$220K -$2.66K -37 -1%
Brown Advisory
481
Brown Advisory
Maryland
$219K – – –
WIM
482
WealthPlan Investment Management
Nebraska
$219K +$174K +2,424 New
BAM
483
Belpointe Asset Management
Nevada
$218K +$60.7K +845 +39%
RWA
484
Redhawk Wealth Advisors
Minnesota
$216K -$718 -10 -0.3%
CFS
485
CRA Financial Services
New Jersey
$216K – – –
SNBOSD
486
Security National Bank of So Dak
Iowa
$216K – – –
RA
487
RFG Advisory
Alabama
$216K +$171K +2,382 New
SPC
488
Sigma Planning Corp
Michigan
$215K +$214K +2,982 New
C
489
CEDRUS
Colorado
$213K +$212K +2,951 New
AIP
490
Ameritas Investment Partners
Nebraska
$212K – – –
PCS
491
Personal CFO Solutions
New Jersey
$212K +$211K +2,942 New
SNB
492
Security National Bank
Nebraska
$210K +$209K +2,905 New
DOA
493
D'Orazio & Associates
Virginia
$210K +$209K +2,907 New
RJT
494
Raymond James Trust
Florida
$210K +$209K +2,910 New
RCAG
495
Rehmann Capital Advisory Group
Michigan
$208K +$207K +2,884 New
HSA
496
HBK Sorce Advisory
Pennsylvania
$206K +$205K +2,852 New
PFPT
497
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K +$204K +2,838 New
BWM
498
BCGM Wealth Management
Indiana
$203K +$168K +2,340 New
Koshinski Asset Management
499
Koshinski Asset Management
Illinois
$202K +$201K +2,797 New
FCFC
500
First Citizens Financial Corp
Iowa
$202K +$201K +2,799 New