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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
501
Meeder Advisory Services
Ohio
$262K +$22.9K +283 +10%
EC
502
EntryPoint Capital
New York
$260K +$67.1K +831 +38%
RWS
503
Resolute Wealth Strategies
Mississippi
$259K -$118K -1,460 -33%
BBHC
504
Brown Brothers Harriman & Co
New York
$258K +$17.6K +218 +8%
SFP
505
Shepherd Financial Partners
Massachusetts
$258K +$242 +3 +0.1%
GMA
506
Glassy Mountain Advisors
Maryland
$258K
SNBOSD
507
Security National Bank of So Dak
Iowa
$258K
LIM
508
Longfellow Investment Management
Massachusetts
$257K +$1.37K +17 +0.6%
CCA
509
Checchi Capital Advisers
California
$257K +$12.8K +158 +6%
ETC
510
Exchange Traded Concepts
Oklahoma
$256K +$230K +2,850 +2,192%
P
511
Pitcairn
Pennsylvania
$254K -$10.9K -135 -4%
CIA
512
Concurrent Investment Advisors
Florida
$250K
HI
513
Horizon Investments
North Carolina
$248K -$19.6K -243 -8%
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$247K -$16.2K -201 -7%
EFS
515
Essex Financial Services
Connecticut
$246K -$1.7K -21 -0.8%
EI
516
Ellevest Inc
New York
$246K -$51.9K -643 -18%
WPC
517
Wedmont Private Capital
Pennsylvania
$246K +$7.35K +91 +3%
BJL
518
Brighton Jones LLC
Washington
$244K +$1.94K +24 +0.9%
PA
519
Prossimo Advisors
California
$243K +$1.7K +21 +0.7%
SFA
520
Sequoia Financial Advisors
Ohio
$242K -$4.2K -52 -2%
IPWA
521
International Private Wealth Advisors
California
$242K -$9.93K -123 -4%
BP
522
Ballentine Partners
Massachusetts
$241K -$8.56K -106 -4%
SNB
523
Security National Bank
Nebraska
$240K
BCI
524
Brinker Capital Investments
Pennsylvania
$240K +$226K +2,794 New
OPS
525
Orion Portfolio Solutions
Nebraska
$240K +$226K +2,794 New