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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
476
MGO One Seven
Ohio
$451K +$61.4K +672 +16%
PP
477
Prudential plc
United Kingdom
$450K +$457K +4,995 New
LIP
478
Lighthouse Investment Partners
Florida
$443K +$450K +4,918 New
LCM
479
Legato Capital Management
California
$442K -$298K -3,260 -40%
SWP
480
Stratos Wealth Partners
Ohio
$436K +$12.3K +135 +3%
TCM
481
Twin Capital Management
Pennsylvania
$430K -$11K -120 -2%
LA
482
LVW Advisors
New York
$430K +$85.2K +932 +24%
MYAM
483
Meiji Yasuda Asset Management
Japan
$425K -$185K -2,020 -30%
BCWM
484
Bartlett & Co Wealth Management
Ohio
$420K – – –
RC
485
Rexford Capital
Texas
$411K – – –
RIL
486
Rothschild Investment LLC
Illinois
$409K +$9.6K +105 +2%
ACM
487
AlphaStar Capital Management
North Carolina
$409K +$5.67K +62 +1%
EWM
488
Empirical Wealth Management
Washington
$408K +$8.04K +88 +2%
PPWP
489
Premier Path Wealth Partners
New Jersey
$401K -$21.5K -235 -5%
BFG
490
Beacon Financial Group
Texas
$401K +$11K +120 +3%
VT
491
Vise Technologies
New York
$401K – – –
DCM
492
DGS Capital Management
New Jersey
$399K +$15.8K +173 +4%
AWA
493
Aaron Wealth Advisors
Illinois
$399K +$70.2K +768 +21%
PL
494
Perpetual Ltd
Australia
$391K +$40.7K +445 +11%
PWM
495
Perigon Wealth Management
California
$384K -$16.5K -180 -4%
ASN
496
Advisory Services Network
Georgia
$384K +$146K +1,594 +60%
A
497
Argentarii
Ohio
$383K -$49.3K -539 -11%
SAM
498
Sompo Asset Management
Japan
$382K – – –
BHC
499
Bull Harbor Capital
Maryland
$381K +$386K +4,223 New
OC
500
Optima Capital
Oregon
$376K +$18.7K +205 +5%
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