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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$270K -$178K -2,136 -40%
MS
527
Maven Securities
Jersey
$269K +$265K +3,186 New
Brown Advisory
528
Brown Advisory
Maryland
$268K -$166 -2 -0.1%
DWP
529
Daymark Wealth Partners
Ohio
$267K +$2.33K +28 +0.9%
IPWA
530
International Private Wealth Advisors
California
$265K +$22.6K +272 +9%
SNBOSD
531
Security National Bank of So Dak
Iowa
$263K +$10.1K +121 +4%
RIL
532
Rothschild Investment LLC
Illinois
$259K -$1.58K -19 -0.6%
UB
533
UMB Bank
Missouri
$259K -$127K -1,521 -33%
HNB
534
Huntington National Bank
Ohio
$258K -$12.6K -152 -5%
ETC
535
Exchange Traded Concepts
Oklahoma
$258K -$18.7K -225 -7%
RT
536
Rockland Trust
Massachusetts
$257K -$26.1K -314 -9%
RWS
537
Resolute Wealth Strategies
Mississippi
$257K +$1.16K +14 +0.5%
HI
538
Horizon Investments
North Carolina
$255K +$8.98K +108 +4%
SFP
539
Shepherd Financial Partners
Massachusetts
$254K +$250 +3 +0.1%
GMA
540
Glassy Mountain Advisors
Maryland
$253K
CIA
541
Concurrent Investment Advisors
Florida
$253K +$5.99K +72 +2%
GCM
542
Graham Capital Management
Connecticut
$252K -$427K -5,131 -63%
RAG
543
RIA Advisory Group
Iowa
$251K -$385K -4,632 -61%
LI
544
LifeWealth Investments
Florida
$249K +$246K +2,955 New
AFG
545
Atomi Financial Group
New York
$248K +$244K +2,934 New
BB
546
Busey Bank
Illinois
$246K -$582 -7 -0.2%
IWC
547
Integrated Wealth Concepts
Massachusetts
$244K +$241K +2,896 New
PA
548
Profund Advisors
Maryland
$242K -$6.4K -77 -3%
BCM
549
Brookstone Capital Management
Illinois
$242K +$238K +2,865 New
NB
550
Nicolet Bankshares
Wisconsin
$240K -$4.16K -50 -2%