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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
526
Checchi Capital Advisers
California
$255K -$21K -263 -8%
RWS
527
Resolute Wealth Strategies
Mississippi
$255K +$1.2K +15 +0.5%
William Blair & Company
528
William Blair & Company
Illinois
$254K -$11.1K -139 -4%
RG
529
Renaissance Group
Kentucky
$253K – – –
MOS
530
MGO One Seven
Ohio
$252K +$243K +3,041 New
RT
531
Rockland Trust
Massachusetts
$251K -$1.52K -19 -0.6%
BCM
532
Brookstone Capital Management
Illinois
$250K +$9.19K +115 +4%
SFP
533
Shepherd Financial Partners
Massachusetts
$249K +$240 +3 +0.1%
GMA
534
Glassy Mountain Advisors
Maryland
$249K – – –
SNBOSD
535
Security National Bank of So Dak
Iowa
$249K – – –
PFM
536
Patton Fund Management
Texas
$249K – – –
RAG
537
RIA Advisory Group
Iowa
$248K +$560 +7 +0.2%
BC
538
Burney Company
Virginia
$245K -$50.7K -634 -18%
BB
539
Busey Bank
Illinois
$241K -$240 -3 -0.1%
IPWA
540
International Private Wealth Advisors
California
$237K -$27.3K -341 -11%
SAM
541
Smartleaf Asset Management
Massachusetts
$236K +$92.8K +1,161 +68%
NB
542
Nicolet Bankshares
Wisconsin
$236K – – –
VAG
543
VisionPoint Advisory Group
Texas
$236K -$560 -7 -0.2%
Capstone Investment Advisors
544
Capstone Investment Advisors
New York
$235K +$226K +2,829 New
CI
545
CX Institutional
Indiana
$234K +$15.6K +195 +7%
EFS
546
Essex Financial Services
Connecticut
$232K +$5.92K +74 +3%
TCM
547
Teza Capital Management
Illinois
$232K -$134K -1,678 -38%
PNC
548
Park National Corp
Ohio
$231K – – –
GIA
549
Gladstone Institutional Advisory
Florida
$229K +$7.35K +92 +3%
CCIA
550
Campbell & Co Investment Adviser
Maryland
$229K -$2.75M -34,351 -93%