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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
551
Cullen/Frost Bankers
Texas
$212K – – –
WT
552
Whittier Trust
California
$211K -$3.17K -37 -1%
FMAEN1
553
Fund Management at Engine No 1
California
$210K +$215K +2,506 New
NSEDCP
554
NJ State Employees Deferred Compensation Plan
New Jersey
$210K +$214K +2,500 New
WPC
555
Wedmont Private Capital
Pennsylvania
$209K +$205K +2,392 New
SCI
556
S&CO Inc
Massachusetts
$209K +$214K +2,500 New
RFA
557
Resurgent Financial Advisors
Georgia
$208K +$213K +2,482 New
TFGT
558
TS Financial Group (TSFG)
Illinois
$208K – – –
SWM
559
SeaCrest Wealth Management
New York
$206K -$80.4K -937 -28%
AAS
560
Avantax Advisory Services
Texas
$205K -$59.7K -696 -22%
RAG
561
RIA Advisory Group
Iowa
$205K +$261K +3,042 New
SS
562
Simplicity Solutions
Minnesota
$203K +$208K +2,425 New
IWN
563
Independent Wealth Network
Iowa
$203K +$208K +2,423 New
CAM
564
Cresset Asset Management
Illinois
$203K -$59.9K -698 -22%
HAIM
565
Hunter Associates Investment Management
Pennsylvania
$201K +$207K +2,411 New
BCWM
566
Bartlett & Co Wealth Management
Ohio
$192K – – –
BC
567
Bartlett & Co
Ohio
$192K – – –
BAMF
568
BI Asset Management Fondsmaeglerselskab
Denmark
$186K +$190K +2,215 New
AssetMark Inc
569
AssetMark Inc
California
$185K +$152K +1,772 +410%
QCG
570
Quadrant Capital Group
Ohio
$179K -$6.09K -71 -3%
TF
571
Tompkins Financial
New York
$175K – – –
FHA
572
First Horizon Advisors
Tennessee
$168K -$11.7K -136 -6%
HI
573
Harbour Investments
Wisconsin
$167K -$16.6K -194 -9%
OIA
574
Optimum Investment Advisors
Illinois
$164K – – –
PA
575
Parallel Advisors
California
$163K -$12.4K -145 -7%