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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CC
526
Commons Capital
Massachusetts
$227K +$241 +3 +0.1%
CGL
527
Clarius Group LLC
Washington
$226K -$25.7K -320 -11%
CIBC Private Wealth Group
528
CIBC Private Wealth Group
Georgia
$225K +$210K +2,612 New
ACA
529
Aptus Capital Advisors
Alabama
$223K +$207K +2,579 New
ST
530
Sageworth Trust
Pennsylvania
$222K
RSWM
531
Robertson Stephens Wealth Management
California
$221K
RFA
532
Resurgent Financial Advisors
Georgia
$219K
GA
533
Geller Advisors
New York
$217K +$202K +2,516 New
GL
534
Graypoint LLC
New York
$217K +$202K +2,514 New
NSEDCP
535
NJ State Employees Deferred Compensation Plan
New Jersey
$216K +$201K +2,500 New
WT
536
Whittier Trust
California
$216K
SFA
537
Sequoia Financial Advisors
Ohio
$216K -$202K -2,516 -50%
SCI
538
S&CO Inc
Massachusetts
$215K +$201K +2,500 New
TFGT
539
TS Financial Group (TSFG)
Illinois
$214K
Wolverine Trading
540
Wolverine Trading
Illinois
$214K +$199K +2,479 New
HNB
541
Huntington National Bank
Ohio
$213K +$36.7K +457 +23%
WFA
542
West Financial Advisors
Iowa
$212K
VAG
543
VisionPoint Advisory Group
Texas
$212K
CI
544
Cigna Investments
Connecticut
$212K +$197K +2,456 New
LIM
545
Leavell Investment Management
Alabama
$212K +$197K +2,456 New
AWM
546
Axxcess Wealth Management
California
$210K +$195K +2,435 New
IWC
547
Integrated Wealth Concepts
Massachusetts
$209K +$195K +2,424 New
WPC
548
Wedmont Private Capital
Pennsylvania
$209K +$203K +2,526 New
1IA
549
1834 Investment Advisors
Wisconsin
$208K -$42.7K -532 -18%
HAIM
550
Hunter Associates Investment Management
Pennsylvania
$208K +$193K +2,411 New