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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
476
HBK Sorce Advisory
Pennsylvania
$302K -$3.23K -40 -1%
PA
477
Profund Advisors
Maryland
$302K +$30.6K +379 +12%
GS
478
GTS Securities
Florida
$300K -$18K -223 -6%
TFA
479
Transamerica Financial Advisors
Florida
$300K +$17.4K +215 +7%
KWM
480
Kingsview Wealth Management
Oregon
$300K -$1.75M -21,649 -86%
CWA
481
Centennial Wealth Advisory
Michigan
$296K +$17.2K +213 +7%
ET
482
Entropy Technologies
New York
$294K -$262K -3,249 -49%
OFS
483
Oldfather Financial Services
Nebraska
$294K +$565 +7 +0.2%
LSPW
484
Lake Street Private Wealth
Illinois
$292K -$18.7K -231 -6%
Kovitz Investment Group Partners
485
Kovitz Investment Group Partners
Illinois
$292K +$582K +7,210 New
PCMC
486
Paragon Capital Management (Colorado)
Colorado
$289K +$2.18K +27 +0.8%
KNFPWM
487
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$286K
BIG
488
Brooklyn Investment Group
New York
$284K +$19K +235 +8%
SF
489
Synovus Financial
Georgia
$281K +$264K +3,270 New
FCFC
490
First Citizens Financial Corp
Iowa
$280K
MA
491
Mutual Advisors
Nebraska
$280K +$252K +3,123 New
KeyBank National Association
492
KeyBank National Association
Ohio
$280K -$22.1K -274 -8%
CTA
493
Chesley Taft & Associates
Illinois
$280K +$7.83K +97 +3%
LA
494
LVW Advisors
New York
$279K -$6.87K -85 -3%
VCA
495
Verdence Capital Advisors
Maryland
$270K +$81 +1 +0%
CWP
496
Concord Wealth Partners
Virginia
$267K +$224K +2,773 +823%
DWP
497
Daymark Wealth Partners
Ohio
$267K +$2.1K +26 +0.8%
WCM Investment Management
498
WCM Investment Management
California
$265K +$249K +3,081 New
RIL
499
Rothschild Investment LLC
Illinois
$265K -$8.8K -109 -3%
RJT
500
Raymond James Trust
Florida
$264K -$26.4K -327 -10%