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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
501
Fund Management at Engine No 1
California
$223K +$12.9K +179 +6%
CI
502
Cigna Investments
Connecticut
$221K – – –
IWM
503
IHT Wealth Management
Illinois
$219K +$12K +167 +6%
CCA
504
Cora Capital Advisors
New Jersey
$218K +$207K +2,878 New
LA
505
Latitude Advisors
Florida
$218K +$207K +2,873 New
HFM
506
Harvest Fund Management
China
$214K – – –
JWCA
507
J.W. Cole Advisors
Florida
$212K +$1.23K +17 +0.6%
AWS
508
Atria Wealth Solutions
New York
$212K +$1.23K +17 +0.6%
SNB
509
Security National Bank
Nebraska
$212K – – –
CC
510
Commons Capital
Massachusetts
$209K -$33.4K -464 -14%
SFG
511
Sather Financial Group
Texas
$209K – – –
OFG
512
Oxford Financial Group
Indiana
$209K +$198K +2,751 New
AIP
513
Ameritas Investment Partners
Nebraska
$208K – – –
SPC
514
Sigma Planning Corp
Michigan
$208K -$20.6K -286 -9%
PA
515
Profund Advisors
Maryland
$205K -$5.05K -70 -3%
BJL
516
Brighton Jones LLC
Washington
$205K +$195K +2,701 New
RFA
517
Resurgent Financial Advisors
Georgia
$204K -$144 -2 -0.1%
TAM
518
Trust Asset Management
Texas
$203K +$193K +2,678 New
CCA
519
Checchi Capital Advisers
California
$201K +$191K +2,651 New
TRCT
520
Tower Research Capital (TRC)
New York
$194K -$239K -3,314 -56%
ACA
521
Atlas Capital Advisors
Wyoming
$192K -$28.3K -392 -13%
WFA
522
West Financial Advisors
Iowa
$191K +$54.3K +754 +43%
WT
523
Whittier Trust
California
$190K -$1.3K -18 -0.7%
TFGT
524
TS Financial Group (TSFG)
Illinois
$188K – – –
VAG
525
VisionPoint Advisory Group
Texas
$187K +$177K +2,462 New
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