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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$343K +$4.06K +40 +1%
SVWAG
552
Sound View Wealth Advisors Group
Georgia
$343K -$5.69K -56 -2%
MHB
553
Midwest Heritage Bank
Iowa
$341K +$1.32K +13 +0.4%
MA
554
Mutual Advisors
Nebraska
$341K -$1.42K -14 -0.4%
ATPW
555
Ashton Thomas Private Wealth
Arizona
$341K -$5.79K -57 -2%
SCP
556
Sivia Capital Partners
California
$341K
AFG
557
Atomi Financial Group
New York
$340K +$8.02K +79 +3%
AAS
558
Ameritas Advisory Services
Nebraska
$339K -$6.29K -62 -2%
CTA
559
Chesley Taft & Associates
Illinois
$337K -$7.72K -76 -2%
BCI
560
Brinker Capital Investments
Pennsylvania
$335K -$59.6K -587 -16%
AWM
561
Adams Wealth Management
Utah
$333K -$3.65K -36 -1%
CI
562
CacheTech Inc
Utah
$333K -$3.65K -36 -1%
CPBTD
563
Central Pacific Bank - Trust Division
Hawaii
$332K -$27.6K -272 -8%
PLFS
564
Provident Living Financial Services
Utah
$328K -$34K -335 -10%
WS
565
Wedbush Securities
California
$327K -$1.01K -10 -0.3%
SFP
566
Shepherd Financial Partners
Massachusetts
$326K +$1.42K +14 +0.5%
LIM
567
Leavell Investment Management
Alabama
$326K
GMA
568
Glassy Mountain Advisors
Maryland
$323K
BB
569
Busey Bank
Illinois
$312K -$5.28K -52 -2%
WPC
570
Wedmont Private Capital
Pennsylvania
$311K +$28.3K +279 +11%
S
571
SignatureFD
Georgia
$311K +$30.7K +302 +12%
SG
572
StoneX Group
New York
$310K +$303K +2,988 New
AI
573
Accredited Investors
Minnesota
$309K
PL
574
Plancorp LLC
Missouri
$306K +$45.8K +451 +20%
VanEck Associates
575
VanEck Associates
New York
$306K +$41.8K +412 +17%