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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
501
Gateway Investment Advisers
Ohio
$369K +$105K +1,152 +39%
RWM
502
Ritholtz Wealth Management
New York
$369K +$134K +1,470 +56%
SIA
503
Strategic Investment Advisors
Michigan
$367K +$372K +4,069 New
FCM
504
Fourpath Capital Management
Oklahoma
$367K +$372K +4,068 New
BCP
505
Blackhawk Capital Partners
Wisconsin
$366K +$3.02K +33 +0.8%
MC
506
Machina Capital
France
$363K +$368K +4,027 New
JF
507
JMN Financial
Ohio
$363K +$5.76K +63 +2%
EPP
508
ETF Portfolio Partners
Kansas
$362K +$367K +4,015 New
BBHC
509
Brown Brothers Harriman & Co
New York
$362K +$203K +2,217 +123%
CNBOF
510
City National Bank of Florida
Florida
$361K +$366K +4,007 New
ACA
511
Aptus Capital Advisors
Alabama
$361K -$17.4K -190 -5%
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$360K – – –
IAA
513
Independent Advisor Alliance
North Carolina
$356K +$10.1K +110 +3%
GCM
514
Glaxis Capital Management
Florida
$355K – – –
OWA
515
One Wealth Advisors
California
$351K +$29.3K +321 +9%
LS
516
Livforsakringsbolaget Skandia
Sweden
$350K – – –
HSA
517
HBK Sorce Advisory
Pennsylvania
$347K +$70.1K +767 +29%
AAP
518
Arax Advisory Partners
Colorado
$346K -$228K -2,496 -39%
DWP
519
Daymark Wealth Partners
Ohio
$345K +$22.1K +242 +7%
RSWA
520
Robinson Smith Wealth Advisors
Maine
$344K – – –
GWP
521
Gateway Wealth Partners
Wisconsin
$341K +$346K +3,780 New
HCA
522
Harbor Capital Advisors
Illinois
$340K -$73.5K -804 -18%
ALAM
523
Asahi Life Asset Management
Japan
$340K -$79.9K -874 -19%
BPA
524
Beacon Pointe Advisors
California
$338K +$125K +1,363 +57%
EFS
525
Essex Financial Services
Connecticut
$338K +$46.4K +508 +16%
19 20
21
22 23