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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MG
501
Meritage Group
California
$228K +$260K +3,063 New
PCMC
502
Paragon Capital Management (Colorado)
Colorado
$227K -$1.19K -14 -0.5%
RG
503
Renaissance Group
Kentucky
$227K -$26.5K -312 -9%
SPC
504
Sigma Planning Corp
Michigan
$225K +$764 +9 +0.3%
CS
505
Comerica Securities
Michigan
$224K -$13.3K -157 -5%
Brown Advisory
506
Brown Advisory
Maryland
$224K -$9.93K -117 -4%
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$223K -$1.27K -15 -0.5%
CFS
508
CRA Financial Services
New Jersey
$223K – – –
RWA
509
Redhawk Wealth Advisors
Minnesota
$223K – – –
WC
510
Wexford Capital
Florida
$220K +$251K +2,963 New
HI
511
Horizon Investments
North Carolina
$220K -$617K -7,271 -71%
NP
512
Nilsine Partners
Colorado
$219K +$250K +2,949 New
CI
513
Cigna Investments
Connecticut
$218K -$8.82K -104 -3%
ACA
514
Atlas Capital Advisors
Wyoming
$218K -$16.4K -193 -6%
PCIA
515
Prime Capital Investment Advisors
Kansas
$217K -$150K -1,769 -38%
SFG
516
StrategIQ Financial Group
Indiana
$217K +$248K +2,920 New
AAS
517
Avantax Advisory Services
Texas
$215K +$38.7K +456 +19%
SW
518
SVB Wealth
Massachusetts
$215K -$203K -2,392 -45%
HFM
519
Harvest Fund Management
China
$210K -$188K -2,221 -44%
AWM
520
Axxcess Wealth Management
California
$210K +$20.8K +245 +10%
SNB
521
Security National Bank
Nebraska
$208K – – –
JWCA
522
J.W. Cole Advisors
Florida
$207K +$255 +3 +0.1%
AWS
523
Atria Wealth Solutions
New York
$207K -$430K -5,072 -65%
PI
524
PFG Investments
New York
$206K +$236K +2,776 New
PA
525
Profund Advisors
Maryland
$206K +$15.8K +186 +7%