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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Sompo Asset Management
Japan
$298K
OWA
502
One Wealth Advisors
California
$296K -$3.76K -47 -1%
GAM
503
Gotham Asset Management
New York
$294K -$10.1K -126 -3%
FCFC
504
First Citizens Financial Corp
Iowa
$289K -$2.8K -35 -1%
FFP
505
FourThought Financial Partners
Florida
$289K +$278K +3,483 New
ACA
506
Aptus Capital Advisors
Alabama
$286K +$9.43K +118 +4%
ATC
507
Argent Trust Co
Tennessee
$284K -$2.21M -27,647 -89%
CIA
508
Concurrent Investment Advisors
Florida
$284K +$6.63K +83 +2%
ECM
509
ExodusPoint Capital Management
New York
$283K -$2.13M -26,645 -89%
RIL
510
Rothschild Investment LLC
Illinois
$280K +$23.8K +298 +10%
AFWM
511
Abich Financial Wealth Management
Virginia
$279K +$269K +3,370 New
FIA
512
Foundations Investment Advisors
Arizona
$278K +$268K +3,356 New
CAG
513
Csenge Advisory Group
Florida
$278K -$99.1K -1,240 -27%
KNFPWM
514
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$276K
DWP
515
Daymark Wealth Partners
Ohio
$274K +$4.32K +54 +2%
CPBTD
516
Central Pacific Bank - Trust Division
Hawaii
$274K -$27.3K -341 -9%
CTA
517
Chesley Taft & Associates
Illinois
$271K +$240 +3 +0.1%
Brown Advisory
518
Brown Advisory
Maryland
$271K +$3.04K +38 +1%
RIA
519
Regal Investment Advisors
Michigan
$271K +$1.6K +20 +0.6%
LSPW
520
Lake Street Private Wealth
Illinois
$270K -$10.9K -136 -4%
JIC
521
Johnson Investment Counsel
Ohio
$268K +$258K +3,233 New
VT
522
Vise Technologies
New York
$265K +$32.1K +402 +14%
KeyBank National Association
523
KeyBank National Association
Ohio
$264K +$7.83K +98 +3%
SI
524
Seeds Investor
New York
$261K +$4.72K +59 +2%
1WA
525
180 Wealth Advisors
Washington
$260K -$11.6K -145 -4%