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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
Regal Investment Advisors
Michigan
$277K -$16.2K -200 -5%
KeyBank National Association
502
KeyBank National Association
Ohio
$277K +$3.57K +44 +1%
EI
503
Ellevest Inc
New York
$275K -$120K -1,475 -30%
MM
504
MQS Management
New York
$270K +$279K +3,436 New
OFS
505
Oldfather Financial Services
Nebraska
$268K +$277K +3,414 New
RJT
506
Raymond James Trust
Florida
$266K +$3.33K +41 +1%
MOS
507
MGO One Seven
Ohio
$266K +$61.3K +755 +29%
SP
508
Symmetry Partners
Connecticut
$266K – – –
BIG
509
Brooklyn Investment Group
New York
$264K – – –
LA
510
LVW Advisors
New York
$262K +$271K +3,336 New
PCMC
511
Paragon Capital Management (Colorado)
Colorado
$261K +$271K +3,333 New
BAM
512
Belpointe Asset Management
Nevada
$261K +$13.2K +163 +5%
KNFPWM
513
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$261K – – –
TFA
514
Transamerica Financial Advisors
Florida
$257K – – –
FCFC
515
First Citizens Financial Corp
Iowa
$256K – – –
CWA
516
Centennial Wealth Advisory
Michigan
$253K -$68.2K -840 -21%
RIL
517
Rothschild Investment LLC
Illinois
$250K -$10.7K -132 -4%
CTC
518
Central Trust Company
Missouri
$249K – – –
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$249K -$14.7K -181 -6%
CTA
520
Chesley Taft & Associates
Illinois
$248K +$244 +3 +0.1%
VCA
521
Verdence Capital Advisors
Maryland
$247K -$523K -6,437 -67%
PA
522
Profund Advisors
Maryland
$246K -$10.3K -127 -4%
HI
523
Horizon Investments
North Carolina
$246K -$1.14K -14 -0.4%
Nomura Holdings
524
Nomura Holdings
Japan
$245K +$253K +3,120 New
SAG
525
SageView Advisory Group
California
$243K +$252K +3,102 New