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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
551
Foundations Investment Advisors
Arizona
$289K +$59.7K +653 +26%
CTA
552
Chesley Taft & Associates
Illinois
$289K +$274 +3 +0.1%
NB
553
Nicolet Bankshares
Wisconsin
$287K +$30.9K +338 +12%
MA
554
Mutual Advisors
Nebraska
$286K +$24.7K +270 +9%
CAG
555
Csenge Advisory Group
Florida
$285K -$15.1K -165 -5%
SCP
556
Sivia Capital Partners
California
$285K -$351K -3,837 -55%
MHB
557
Midwest Heritage Bank
Iowa
$284K +$288K +3,155 New
OP
558
Oslo Pensjonsforsikring
$284K +$288K +3,152 New
VFA
559
Valeo Financial Advisors
Indiana
$283K +$16.4K +179 +6%
EWA
560
EverSource Wealth Advisors
Alabama
$282K +$37.1K +406 +15%
AWM
561
Adams Wealth Management
Utah
$282K -$91 -1 -0%
CI
562
CacheTech Inc
Utah
$282K -$91 -1 -0%
ATC
563
Argent Trust Co
Tennessee
$280K -$29.3K -321 -9%
KCWM
564
Kane Co Wealth Management
Iowa
$279K -$33.5K -366 -11%
AFG
565
Atomi Financial Group
New York
$277K +$24.4K +267 +10%
WS
566
Wedbush Securities
California
$274K +$278K +3,046 New
RIA
567
Regal Investment Advisors
Michigan
$274K -$16.3K -178 -6%
RT
568
Rockland Trust
Massachusetts
$273K – – –
LIM
569
Leavell Investment Management
Alabama
$273K +$36.6K +400 +15%
PFGIA
570
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$276K +3,014 New
SFP
571
Shepherd Financial Partners
Massachusetts
$271K +$274 +3 +0.1%
GMA
572
Glassy Mountain Advisors
Maryland
$270K – – –
SNBOSD
573
Security National Bank of So Dak
Iowa
$270K – – –
Balyasny Asset Management
574
Balyasny Asset Management
Illinois
$266K -$34.6K -378 -11%
BB
575
Busey Bank
Illinois
$266K +$4.3K +47 +2%