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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
501
KeyBank National Association
Ohio
$277K +$3.57K +44 +1%
EI
502
Ellevest Inc
New York
$275K -$120K -1,475 -30%
MM
503
MQS Management
New York
$270K +$279K +3,436 New
OFS
504
Oldfather Financial Services
Nebraska
$268K +$277K +3,414 New
RJT
505
Raymond James Trust
Florida
$266K +$3.33K +41 +1%
MOS
506
MGO One Seven
Ohio
$266K +$61.3K +755 +29%
SP
507
Symmetry Partners
Connecticut
$266K
BIG
508
Brooklyn Investment Group
New York
$264K
LA
509
LVW Advisors
New York
$262K +$271K +3,336 New
PCMC
510
Paragon Capital Management (Colorado)
Colorado
$261K +$271K +3,333 New
BAM
511
Belpointe Asset Management
Nevada
$261K +$13.2K +163 +5%
KNFPWM
512
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$261K
TFA
513
Transamerica Financial Advisors
Florida
$257K
FCFC
514
First Citizens Financial Corp
Iowa
$256K
CWA
515
Centennial Wealth Advisory
Michigan
$253K -$68.2K -840 -21%
RIL
516
Rothschild Investment LLC
Illinois
$250K -$10.7K -132 -4%
CTC
517
Central Trust Company
Missouri
$249K
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$249K -$14.7K -181 -6%
CTA
519
Chesley Taft & Associates
Illinois
$248K +$244 +3 +0.1%
VCA
520
Verdence Capital Advisors
Maryland
$247K -$523K -6,437 -67%
PA
521
Profund Advisors
Maryland
$246K -$10.3K -127 -4%
HI
522
Horizon Investments
North Carolina
$246K -$1.14K -14 -0.4%
Nomura Holdings
523
Nomura Holdings
Japan
$245K +$253K +3,120 New
SAG
524
SageView Advisory Group
California
$243K +$252K +3,102 New
P
525
Pitcairn
Pennsylvania
$243K +$11.9K +146 +5%