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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Daymark Wealth Partners
Ohio
$316K +$23.5K +279 +8%
OWA
527
One Wealth Advisors
California
$315K +$422 +5 +0.1%
BCI
528
Brinker Capital Investments
Pennsylvania
$312K -$37.8K -448 -11%
STCOSD
529
Sageworth Trust Company of South Dakota
South Dakota
$311K -$14K -166 -4%
TG
530
TCW Group
California
$311K +$297K +3,523 New
AU
531
AlphaGrep UK
$310K +$297K +3,516 New
GCP
532
GSA Capital Partners
United Kingdom
$310K -$183K -2,171 -38%
FFP
533
FourThought Financial Partners
Florida
$307K +$169 +2 +0.1%
KCWM
534
Kane Co Wealth Management
Iowa
$307K +$294K +3,484 New
ATC
535
Argent Trust Co
Tennessee
$302K
SAM
536
Smartleaf Asset Management
Massachusetts
$301K +$43.6K +517 +18%
PLFS
537
Provident Living Financial Services
Utah
$298K +$285K +3,375 New
CAG
538
Csenge Advisory Group
Florida
$294K -$1.6K -19 -0.6%
KNFPWM
539
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$294K
Balyasny Asset Management
540
Balyasny Asset Management
Illinois
$294K +$281K +3,331 New
AAS
541
Ameritas Advisory Services
Nebraska
$291K +$180K +2,130 +181%
CCA
542
Checchi Capital Advisers
California
$289K +$16.6K +197 +6%
EFS
543
Essex Financial Services
Connecticut
$286K +$38.1K +452 +16%
LSPW
544
Lake Street Private Wealth
Illinois
$285K -$2.28K -27 -0.8%
BMM
545
Berkshire Money Management
Massachusetts
$284K +$272K +3,222 New
CIA
546
Caerus Investment Advisors
Texas
$284K +$272K +3,220 New
Brown Advisory
547
Brown Advisory
Maryland
$284K -$4.22K -50 -2%
RIA
548
Regal Investment Advisors
Michigan
$284K -$4.14K -49 -2%
PCA
549
Pallas Capital Advisors
Massachusetts
$283K +$271K +3,210 New
CTA
550
Chesley Taft & Associates
Illinois
$283K -$5.32K -63 -2%