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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
476
Erste Asset Management
Austria
$365K – – –
AW
477
Alteri Wealth
California
$359K +$75.4K +907 +27%
BCI
478
Brinker Capital Investments
Pennsylvania
$357K +$66.4K +798 +23%
OPS
479
Orion Portfolio Solutions
Nebraska
$357K +$66.4K +798 +23%
SI
480
Seeds Investor
New York
$357K +$77.4K +931 +28%
LS
481
Livforsakringsbolaget Skandia
Sweden
$353K – – –
BCWM
482
Bartlett & Co Wealth Management
Ohio
$351K – – –
SIMG
483
Sonora Investment Management Group
Arizona
$349K – – –
AWA
484
Arete Wealth Advisors
Illinois
$349K -$13K -156 -4%
PP
485
Prudential plc
United Kingdom
$344K – – –
FH
486
Financial Harvest
Florida
$344K +$185K +2,226 New
AI
487
Atria Investments
North Carolina
$344K +$11.9K +143 +4%
JGIA
488
Jackson Grant Investment Advisers
Connecticut
$337K – – –
CAG
489
Csenge Advisory Group
Florida
$330K -$2K -24 -0.5%
SWP
490
Sagespring Wealth Partners
Tennessee
$327K +$23.5K +282 +8%
MPM
491
MBB Public Markets
Illinois
$327K +$322K +3,870 New
GCM
492
Glaxis Capital Management
Florida
$323K +$2.83K +34 +0.9%
SWP
493
Stratos Wealth Partners
Ohio
$323K +$12K +144 +4%
RSWA
494
Robinson Smith Wealth Advisors
Maine
$322K – – –
BCM
495
Bayesian Capital Management
New York
$321K +$316K +3,800 New
MSA
496
MUFG Securities Americas
New York
$314K +$51.4K +618 +20%
STCOSD
497
Sageworth Trust Company of South Dakota
South Dakota
$312K – – –
BC
498
Burney Company
Virginia
$310K -$6.65K -80 -2%
KWM
499
Kingsview Wealth Management
Oregon
$308K -$12.3K -148 -4%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$306K -$42.8K -514 -12%
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