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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
P
526
Pitcairn
Pennsylvania
$243K +$11.9K +146 +5%
DWP
527
Daymark Wealth Partners
Ohio
$242K +$250K +3,083 New
LCM
528
Laurion Capital Management
New York
$241K -$413K -5,084 -62%
JGIA
529
Jackson Grant Investment Advisers
Connecticut
$241K – – –
HWM
530
HB Wealth Management
Georgia
$239K +$20.4K +251 +9%
WPC
531
Wedmont Private Capital
Pennsylvania
$236K +$20.3K +250 +10%
SM
532
Sciencast Management
New Jersey
$235K -$413K -5,090 -63%
GMA
533
Glassy Mountain Advisors
Maryland
$235K – – –
SNBOSD
534
Security National Bank of So Dak
Iowa
$235K – – –
SFP
535
Shepherd Financial Partners
Massachusetts
$235K +$27.9K +344 +13%
Brown Advisory
536
Brown Advisory
Maryland
$235K +$243K +2,994 New
LIM
537
Longfellow Investment Management
Massachusetts
$234K +$1.62K +20 +0.7%
IPWA
538
International Private Wealth Advisors
California
$230K -$78.8K -970 -25%
CIA
539
Concurrent Investment Advisors
Florida
$228K +$236K +2,908 New
BP
540
Ballentine Partners
Massachusetts
$228K +$11.2K +138 +5%
NWM
541
Northwest Wealth Management
Iowa
$226K +$731 +9 +0.3%
SFA
542
Sequoia Financial Advisors
Ohio
$225K +$29.7K +366 +15%
CCA
543
Checchi Capital Advisers
California
$222K – – –
SCA
544
Snowden Capital Advisors
New York
$222K +$568 +7 +0.2%
BJL
545
Brighton Jones LLC
Washington
$221K +$3.41K +42 +2%
PA
546
Prossimo Advisors
California
$220K +$1.62K +20 +0.7%
SW
547
SVB Wealth
Massachusetts
$220K -$67.8K -835 -23%
SNB
548
Security National Bank
Nebraska
$219K – – –
BBHC
549
Brown Brothers Harriman & Co
New York
$219K +$205K +2,526 +964%
KC
550
Kinloch Capital
Virginia
$218K +$12.6K +155 +6%