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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Sompo Asset Management
Japan
$303K -$136K -1,630 -31%
MME
502
Meag Munich Ergo
Germany
$300K +$296K +3,556 New
SCM
503
Stevens Capital Management
Pennsylvania
$300K +$296K +3,553 New
RIA
504
Regal Investment Advisors
Michigan
$299K -$5.99K -72 -2%
ACA
505
Aptus Capital Advisors
Alabama
$299K +$35.8K +431 +14%
FCFC
506
First Citizens Financial Corp
Iowa
$297K
CCA
507
Checchi Capital Advisers
California
$295K +$39.5K +475 +16%
William Blair & Company
508
William Blair & Company
Illinois
$294K -$14.1K -169 -5%
IHWM
509
Iron Horse Wealth Management
Iowa
$293K -$3.74K -45 -1%
RG
510
Renaissance Group
Kentucky
$291K -$13.4K -161 -4%
BJL
511
Brighton Jones LLC
Washington
$289K +$41.1K +494 +17%
1WA
512
180 Wealth Advisors
Washington
$287K -$499 -6 -0.2%
LSPW
513
Lake Street Private Wealth
Illinois
$286K +$582 +7 +0.2%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$284K +$131K +1,572 +63%
MCP
515
Martin Capital Partners
Oregon
$283K +$50.9K +612 +22%
PCMC
516
Paragon Capital Management (Colorado)
Colorado
$282K +$2.5K +30 +0.9%
KeyBank National Association
517
KeyBank National Association
Ohio
$282K +$12.5K +150 +5%
BCP
518
Blackhawk Capital Partners
Wisconsin
$281K +$277K +3,336 New
BIG
519
Brooklyn Investment Group
New York
$281K -$1.08K -13 -0.4%
CPBTD
520
Central Pacific Bank - Trust Division
Hawaii
$279K +$275K +3,306 New
JF
521
Jump Financial
Illinois
$278K -$530K -6,372 -66%
KNFPWM
522
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$277K
FFN
523
Focus Financial Network
Minnesota
$275K +$271K +3,262 New
CTA
524
Chesley Taft & Associates
Illinois
$275K +$250 +3 +0.1%
ASN
525
Advisory Services Network
Georgia
$271K -$29.7K -357 -10%