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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PNC
526
Park National Corp
Ohio
$216K +$590 +7 +0.3%
BP
527
Ballentine Partners
Massachusetts
$214K -$2.7K -32 -1%
MCP
528
Martin Capital Partners
Oregon
$213K -$419K -4,968 -64%
EFS
529
Essex Financial Services
Connecticut
$213K +$927 +11 +0.4%
HSA
530
HBK Sorce Advisory
Pennsylvania
$211K -$66.4K -788 -22%
P
531
Pitcairn
Pennsylvania
$211K -$19.6K -233 -8%
CAS
532
CTC Alternative Strategies
Illinois
$209K +$228K +2,706 New
LIM
533
Leavell Investment Management
Alabama
$208K +$11.6K +138 +5%
WP
534
Westmount Partners
California
$208K
PA
535
Prossimo Advisors
California
$208K -$11.1K -132 -5%
WT
536
Whittier Trust
California
$208K
TAM
537
Trust Asset Management
Texas
$207K
KC
538
Kinloch Capital
Virginia
$207K
CAM
539
Cidel Asset Management
Ontario, Canada
$204K +$13.1K +156 +6%
BFM
540
Boothbay Fund Management
New York
$200K +$218K +2,587 New
WW
541
Winnow Wealth
Texas
$199K +$217K +2,577 New
S
542
SignatureFD
Georgia
$198K +$8.26K +98 +4%
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
$197K +$674 +8 +0.3%
TFGT
544
TS Financial Group (TSFG)
Illinois
$192K
VAG
545
VisionPoint Advisory Group
Texas
$191K
AIP
546
Ameritas Investment Partners
Nebraska
$188K
AIM
547
Acropolis Investment Management
Missouri
$173K -$26.7K -317 -12%
SAM
548
Smartleaf Asset Management
Massachusetts
$170K +$31.6K +375 +21%
QCG
549
Quadrant Capital Group
Ohio
$167K +$758 +9 +0.4%
CA
550
Continuum Advisory
Idaho
$155K +$337 +4 +0.2%