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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Daymark Wealth Partners
Ohio
$242K +$250K +3,083 New
LCM
527
Laurion Capital Management
New York
$241K -$413K -5,084 -62%
JGIA
528
Jackson Grant Investment Advisers
Connecticut
$241K
HWM
529
HB Wealth Management
Georgia
$239K +$20.4K +251 +9%
WPC
530
Wedmont Private Capital
Pennsylvania
$236K +$20.3K +250 +10%
SM
531
Sciencast Management
New Jersey
$235K -$413K -5,090 -63%
GMA
532
Glassy Mountain Advisors
Maryland
$235K
SNBOSD
533
Security National Bank of So Dak
Iowa
$235K
SFP
534
Shepherd Financial Partners
Massachusetts
$235K +$27.9K +344 +13%
Brown Advisory
535
Brown Advisory
Maryland
$235K +$243K +2,994 New
LIM
536
Longfellow Investment Management
Massachusetts
$234K +$1.62K +20 +0.7%
IPWA
537
International Private Wealth Advisors
California
$230K -$78.8K -970 -25%
CIA
538
Concurrent Investment Advisors
Florida
$228K +$236K +2,908 New
BP
539
Ballentine Partners
Massachusetts
$228K +$11.2K +138 +5%
NWM
540
Northwest Wealth Management
Iowa
$226K +$731 +9 +0.3%
SFA
541
Sequoia Financial Advisors
Ohio
$225K +$29.7K +366 +15%
CCA
542
Checchi Capital Advisers
California
$222K
SCA
543
Snowden Capital Advisors
New York
$222K +$568 +7 +0.2%
BJL
544
Brighton Jones LLC
Washington
$221K +$3.41K +42 +2%
PA
545
Prossimo Advisors
California
$220K +$1.62K +20 +0.7%
SW
546
SVB Wealth
Massachusetts
$220K -$67.8K -835 -23%
SNB
547
Security National Bank
Nebraska
$219K
BBHC
548
Brown Brothers Harriman & Co
New York
$219K +$205K +2,526 +964%
KC
549
Kinloch Capital
Virginia
$218K +$12.6K +155 +6%
S
550
SignatureFD
Georgia
$218K +$406 +5 +0.2%