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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
576
Long Run Wealth Advisors
New York
$204K +$197K +2,466 New
TAM
577
Trust Asset Management
Texas
$203K +$195K +2,444 New
AWM
578
Arista Wealth Management
Nevada
$202K +$195K +2,435 New
EWA
579
EverSource Wealth Advisors
Alabama
$201K +$12.1K +151 +7%
S
580
SignatureFD
Georgia
$199K -$3.52K -44 -2%
UB
581
UMB Bank
Missouri
$176K -$15.1K -189 -8%
AIP
582
Ameritas Investment Partners
Nebraska
$175K -$12.5K -157 -7%
HI
583
Harbour Investments
Wisconsin
$172K +$21.6K +270 +15%
AIM
584
AXA Investment Managers
France
$158K +$152K +1,905 New
VanEck Associates
585
VanEck Associates
New York
$151K +$8.23K +103 +6%
CAL
586
Capital Analysts LLC
Pennsylvania
$150K +$80 +1 +0.1%
WFA
587
West Financial Advisors
Iowa
$150K -$1.92K -24 -1%
SCM
588
Silvant Capital Management
Georgia
$145K
CTC
589
Central Trust Company
Missouri
$145K +$5.2K +65 +4%
MR
590
Munich Reinsurance
$144K +$139K +1,740 New
MG
591
Mather Group
Illinois
$144K +$139K +1,734 New
CFS
592
Compass Financial Services
Iowa
$139K +$31K +388 +30%
GRP
593
Global Retirement Partners
California
$136K +$719 +9 +0.6%
HIA
594
Harbor Investment Advisory
Maryland
$131K
PA
595
Parallel Advisors
California
$130K -$8.55K -107 -6%
RBI
596
Raiffeisen Bank International
Austria
$129K +$15.2K +190 +14%
LFA
597
LGT Financial Advisors
Texas
$128K +$1.04K +13 +0.8%
QC
598
Quent Capital
New York
$128K +$123K +1,540 New
WANY
599
Wealthspire Advisors (New York)
New York
$124K +$119K +1,493 New
JFA
600
JNBA Financial Advisors
Minnesota
$119K