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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CNBOF
501
City National Bank of Florida
Florida
$461K +$27.3K +269 +7%
BCWM
502
Bartlett & Co Wealth Management
Ohio
$456K +$1.01K +10 +0.2%
OC
503
Optima Capital
Oregon
$453K +$2.84K +28 +0.7%
CFM
504
Catalyst Funds Management
Australia
$453K +$426K +4,200 New
GIA
505
Gladstone Institutional Advisory
Florida
$451K +$81.5K +803 +24%
ASN
506
Advisory Services Network
Georgia
$451K -$7.92K -78 -2%
ABC
507
Associated Banc-Corp
Wisconsin
$449K +$423K +4,166 New
FPAS
508
Focus Partners Advisor Solutions
Missouri
$449K -$471K -4,640 -53%
ACA
509
Aptus Capital Advisors
Alabama
$435K +$3.15K +31 +0.8%
EPP
510
ETF Portfolio Partners
Kansas
$433K – – –
IAA
511
Independent Advisor Alliance
North Carolina
$431K +$4.67K +46 +1%
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$431K – – –
HCA
513
Harbor Capital Advisors
Illinois
$430K +$22.6K +223 +6%
CA
514
Clearstead Advisors
Ohio
$429K +$364K +3,586 +908%
GCM
515
Glaxis Capital Management
Florida
$425K – – –
Fidelity International
516
Fidelity International
Bermuda
$422K -$572K -5,634 -59%
SNBOSCI
517
Security National Bank of Sioux City Iowa
Iowa
$420K +$396K +3,899 New
LS
518
Livforsakringsbolaget Skandia
Sweden
$418K – – –
DWP
519
Daymark Wealth Partners
Ohio
$418K +$5.38K +53 +1%
HFS
520
Hantz Financial Services
Michigan
$418K +$26.9K +265 +7%
TPA
521
Trivium Point Advisory
Connecticut
$416K +$14.7K +145 +4%
RIA
522
Regal Investment Advisors
Michigan
$414K +$81.6K +804 +26%
SCA
523
Snowden Capital Advisors
New York
$413K +$118K +1,164 +44%
RSWA
524
Robinson Smith Wealth Advisors
Maine
$412K – – –
OWA
525
One Wealth Advisors
California
$408K -$11.6K -114 -3%