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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
Woodline Partners
California
$359K +$344K +4,075 New
KeyBank National Association
502
KeyBank National Association
Ohio
$359K +$74.7K +885 +28%
SI
503
Seeds Investor
New York
$357K +$76K +900 +29%
IWC
504
Integrated Wealth Concepts
Massachusetts
$357K +$342K +4,050 New
BCP
505
Blackhawk Capital Partners
Wisconsin
$355K +$17.3K +205 +5%
JGIA
506
Jackson Grant Investment Advisers
Connecticut
$352K
OC
507
Optima Capital
Oregon
$350K +$2.53K +30 +0.8%
JF
508
JMN Financial
Ohio
$349K +$334K +3,960 New
GCM
509
Glaxis Capital Management
Florida
$348K +$2.95K +35 +0.9%
PL
510
Perpetual Ltd
Australia
$343K +$328K +3,892 New
LS
511
Livforsakringsbolaget Skandia
Sweden
$342K
SVWAG
512
Sound View Wealth Advisors Group
Georgia
$341K -$76.5K -906 -19%
IAA
513
Independent Advisor Alliance
North Carolina
$339K -$5.66K -67 -2%
LA
514
LVW Advisors
New York
$339K +$6.67K +79 +2%
RSWA
515
Robinson Smith Wealth Advisors
Maine
$337K
GRP
516
Global Retirement Partners
California
$333K +$180K +2,133 +130%
BHCM
517
Brevan Howard Capital Management
Jersey
$333K -$2.76M -32,711 -90%
AW
518
Alteri Wealth
California
$328K -$21.7K -257 -6%
WA
519
Waddell & Associates
Tennessee
$327K +$313K +3,703 New
QT
520
Quantbot Technologies
New York
$326K -$3.33M -39,430 -91%
AWA
521
Aaron Wealth Advisors
Illinois
$322K +$91.1K +1,079 +42%
FCFC
522
First Citizens Financial Corp
Iowa
$322K +$14.1K +167 +5%
NAM
523
NorthCrest Asset Manangement
Minnesota
$320K +$299K +3,541 New
TSS
524
Two Sigma Securities
New York
$317K -$269K -3,188 -47%
MAS
525
Meeder Advisory Services
Ohio
$317K -$304K -3,602 -50%