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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
526
Trivium Point Advisory
Connecticut
$335K -$42.5K -465 -11%
FMWA
527
Forvis Mazars Wealth Advisors
Missouri
$335K +$340K +3,715 New
TG
528
TCW Group
California
$333K +$16.3K +178 +5%
BCI
529
Brinker Capital Investments
Pennsylvania
$333K +$14.9K +163 +5%
AW
530
Alteri Wealth
California
$330K -$5.03K -55 -1%
CCA
531
Checchi Capital Advisers
California
$327K +$32.9K +360 +11%
IPWA
532
International Private Wealth Advisors
California
$327K +$67.1K +734 +25%
HFS
533
Hantz Financial Services
Michigan
$326K +$220K +2,409 +200%
MAS
534
Meeder Advisory Services
Ohio
$319K -$5.03K -55 -2%
GVAG
535
Great Valley Advisor Group
Delaware
$317K +$322K +3,525 New
WA
536
Waddell & Associates
Tennessee
$311K -$22.7K -248 -7%
FCFC
537
First Citizens Financial Corp
Iowa
$307K -$22.9K -250 -7%
GIA
538
Gladstone Institutional Advisory
Florida
$305K +$63.2K +691 +26%
PLFS
539
Provident Living Financial Services
Utah
$304K
CPBTD
540
Central Pacific Bank - Trust Division
Hawaii
$302K +$31.6K +346 +12%
KNFPWM
541
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$300K
MFS
542
Mirabella Financial Services
United Kingdom
$296K +$51.4K +562 +21%
GS
543
GTS Securities
Florida
$295K +$51.2K +560 +21%
William Blair & Company
544
William Blair & Company
Illinois
$293K +$60.1K +658 +25%
FTWA
545
Fifth Third Wealth Advisors
Ohio
$292K +$296K +3,243 New
SVWAG
546
Sound View Wealth Advisors Group
Georgia
$292K -$58K -635 -16%
ECM
547
Evergreen Capital Management
Washington
$291K +$295K +3,227 New
ATPW
548
Ashton Thomas Private Wealth
Arizona
$290K -$91.3K -999 -24%
AAS
549
Ameritas Advisory Services
Nebraska
$289K -$8.59K -94 -3%
FIA
550
Foundations Investment Advisors
Arizona
$289K +$59.7K +653 +26%