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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VAG
576
VisionPoint Advisory Group
Texas
$244K -$6.5K -77 -3%
BP
577
Ballentine Partners
Massachusetts
$242K -$675 -8 -0.3%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$241K
WW
579
Winnow Wealth
Texas
$240K +$4.39K +52 +2%
EWA
580
EverSource Wealth Advisors
Alabama
$240K +$24.9K +295 +12%
MFS
581
Mirabella Financial Services
United Kingdom
$240K +$230K +2,724 New
GS
582
GTS Securities
Florida
$239K +$229K +2,711 New
PFM
583
Patton Fund Management
Texas
$239K -$24.6K -292 -10%
GIA
584
Gladstone Institutional Advisory
Florida
$237K -$5.66K -67 -2%
WPC
585
Wedmont Private Capital
Pennsylvania
$237K +$7.76K +92 +4%
ST
586
Sageworth Trust
Pennsylvania
$237K
KC
587
Kinloch Capital
Virginia
$236K
ASN
588
Advisory Services Network
Georgia
$235K -$4.3K -51 -2%
MK
589
MASTERINVEST Kapitalanlage
$235K
RBWA
590
RFG - Bristol Wealth Advisors
Massachusetts
$234K +$224K +2,650 New
WP
591
Westmount Partners
California
$234K
Fidelity International
592
Fidelity International
Bermuda
$233K +$223K +2,646 New
IRAG
593
Investment Research & Advisory Group
Georgia
$233K +$222K +2,636 New
NC
594
nVerses Capital
Florida
$233K +$223K +2,639 New
LIM
595
Leavell Investment Management
Alabama
$231K +$84 +1 +0%
RWM
596
Ritholtz Wealth Management
New York
$231K +$221K +2,622 New
WT
597
Whittier Trust
California
$230K
KCP
598
Kera Capital Partners
California
$229K +$204K +2,415 New
William Blair & Company
599
William Blair & Company
Illinois
$228K -$40.3K -478 -16%
TFGT
600
TS Financial Group (TSFG)
Illinois
$227K +$1.86K +22 +0.9%