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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
Cambiar Investors
Colorado
$308K -$35.9M -418,798 -99%
CGL
477
Clarius Group LLC
Washington
$307K -$5.83K -68 -2%
DOA
478
D'Orazio & Associates
Virginia
$301K +$58.2K +679 +23%
KNFPWM
479
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$300K +$307K +3,575 New
DAS
480
Dynamic Advisor Solutions
Arizona
$299K +$343 +4 +0.1%
CC
481
Commons Capital
Massachusetts
$293K +$1.03K +12 +0.3%
KeyBank National Association
482
KeyBank National Association
Ohio
$293K -$5.83K -68 -2%
WWM
483
Western Wealth Management
Colorado
$292K -$355K -4,144 -54%
JCM
484
Jacobi Capital Management
Pennsylvania
$290K -$3.09K -36 -1%
MAM
485
MMA Asset Management
Pennsylvania
$289K -$15.4K -180 -5%
SWP
486
Stratos Wealth Partners
Ohio
$287K -$10.9K -127 -4%
RCAG
487
Rehmann Capital Advisory Group
Michigan
$283K +$42.4K +494 +17%
NWM
488
Northwest Wealth Management
Iowa
$283K +$2.83K +33 +1%
RG
489
Renaissance Group
Kentucky
$282K -$63.5K -740 -18%
IC
490
IEQ Capital
California
$280K -$16.8K -196 -6%
EHWM
491
Eads & Heald Wealth Management
Georgia
$279K -$72.1K -840 -20%
RJT
492
Raymond James Trust
Florida
$279K +$35.8K +417 +14%
FCFC
493
First Citizens Financial Corp
Iowa
$277K +$43.5K +507 +18%
BAM
494
Belpointe Asset Management
Nevada
$275K +$21.2K +247 +8%
CTA
495
Chesley Taft & Associates
Illinois
$274K +$343 +4 +0.1%
DEA
496
DoubleLine ETF Adviser
Florida
$270K +$276K +3,221 New
IG
497
ING Group
Netherlands
$269K +$275K +3,208 New
CS
498
Comerica Securities
Michigan
$266K +$272K +3,170 New
HWM
499
HB Wealth Management
Georgia
$264K +$270K +3,147 New
KC
500
Kinloch Capital
Virginia
$263K