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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$249K +$243K +3,029 New
NWM
502
Northwest Wealth Management
Iowa
$248K -$2.49K -31 -1%
AIM
503
Acropolis Investment Management
Missouri
$248K -$15.5K -193 -6%
SI
504
Seeds Investor
New York
$246K +$229K +2,852 New
CCA
505
Checchi Capital Advisers
California
$245K +$3.13K +39 +1%
SCA
506
Snowden Capital Advisors
New York
$244K +$3.29K +41 +1%
CIBC World Market
507
CIBC World Market
Ontario, Canada
$243K +$226K +2,811 New
SNB
508
Security National Bank
Nebraska
$241K
MA
509
Mutual Advisors
Nebraska
$241K +$224K +2,795 New
HWM
510
HB Wealth Management
Georgia
$241K -$17.8K -222 -7%
PA
511
Prossimo Advisors
California
$240K +$15.6K +195 +8%
PNC
512
Park National Corp
Ohio
$240K -$11K -137 -5%
BJL
513
Brighton Jones LLC
Washington
$240K +$562 +7 +0.3%
S
514
SignatureFD
Georgia
$240K +$2.33K +29 +1%
BP
515
Ballentine Partners
Massachusetts
$239K -$3.61K -45 -2%
ASN
516
Advisory Services Network
Georgia
$238K -$29.8K -371 -12%
AA
517
Advisory Alpha
Michigan
$237K +$220K +2,742 New
LNC
518
Lincoln National Corp
Pennsylvania
$233K -$8.03K -100 -4%
WP
519
Westmount Partners
California
$232K
TAM
520
Trust Asset Management
Texas
$231K
ONB
521
Old National Bancorp
Indiana
$231K -$15.7K -196 -7%
SFP
522
Shepherd Financial Partners
Massachusetts
$229K +$3.85K +48 +2%
MOS
523
MGO One Seven
Ohio
$228K -$38.2K -476 -15%
AIP
524
Ameritas Investment Partners
Nebraska
$228K -$17.7K -220 -8%
KC
525
Kinloch Capital
Virginia
$227K -$40.1K -500 -16%