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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
476
Sagespring Wealth Partners
Tennessee
$279K +$303K +3,599 New
ASN
477
Advisory Services Network
Georgia
$276K +$73.1K +868 +32%
FCFC
478
First Citizens Financial Corp
Iowa
$273K +$22K +261 +8%
CFO
479
Callan Family Office
Pennsylvania
$272K +$297K +3,520 New
IHWM
480
Iron Horse Wealth Management
Iowa
$272K -$7.16K -85 -2%
VF
481
Virtu Financial
New York
$271K +$295K +3,500 New
BCI
482
Brinker Capital Investments
Pennsylvania
$266K +$54.3K +644 +23%
OPS
483
Orion Portfolio Solutions
Nebraska
$266K +$54.3K +644 +23%
OFS
484
Oldfather Financial Services
Nebraska
$265K +$758 +9 +0.3%
1WA
485
180 Wealth Advisors
Washington
$264K -$16.1K -191 -5%
LSPW
486
Lake Street Private Wealth
Illinois
$262K -$1.26K -15 -0.4%
RT
487
Rockland Trust
Massachusetts
$260K -$433K -5,138 -60%
AW
488
Alteri Wealth
California
$259K +$282K +3,346 New
BIG
489
Brooklyn Investment Group
New York
$259K +$3.2K +38 +1%
TFA
490
Transamerica Financial Advisors
Florida
$258K -$13.5K -160 -5%
KNFPWM
491
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$258K – – –
PCMC
492
Paragon Capital Management (Colorado)
Colorado
$257K -$3.96K -47 -1%
SI
493
Seeds Investor
New York
$255K -$32.5K -386 -10%
ETC
494
Exchange Traded Concepts
Oklahoma
$254K +$25.4K +301 +10%
CTA
495
Chesley Taft & Associates
Illinois
$252K +$169 +2 +0.1%
HNB
496
Huntington National Bank
Ohio
$248K +$55.7K +661 +26%
KeyBank National Association
497
KeyBank National Association
Ohio
$247K -$5.73K -68 -2%
Brown Advisory
498
Brown Advisory
Maryland
$246K +$37.1K +440 +16%
DWP
499
Daymark Wealth Partners
Ohio
$243K +$2.44K +29 +0.9%
VCA
500
Verdence Capital Advisors
Maryland
$242K -$2.19K -26 -0.8%