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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$14K – – –
HPC
602
HM Payson & Co
Maine
$13K -$1.81K -26 -13%
GWA
603
Gibson Wealth Advisors
Texas
$13K +$12.1K +174 New
HFS
604
Horizon Financial Services
North Carolina
$12.7K -$1.95K -28 -14%
PCM
605
Peregrine Capital Management
Minnesota
$12K – – –
RIA
606
Richwood Investment Advisors
Ohio
$12K +$11.3K +162 New
DAM
607
Delta Asset Management
Tennessee
$11K – – –
RPCONE
608
Retirement Planning Company of New England
Rhode Island
$11K +$11.5K +165 New
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
$10K -$2.37K -34 -19%
GI
610
Gradient Investments
Minnesota
$10K – – –
DFCM
611
Dark Forest Capital Management
Puerto Rico
$10K +$6.07K +87 +150%
BBPWM
612
Blue Bell Private Wealth Management
Pennsylvania
$10K +$9.35K +134 New
CWS
613
Confluence Wealth Services
Pennsylvania
$10K +$10.1K +145 New
FMP
614
Financial Management Professionals
Texas
$9K – – –
IRC
615
Investors Research Corp
Georgia
$9K – – –
MCM
616
MV Capital Management
Maryland
$9K +$1.26K +18 +18%
AIM
617
AHL Investment Management
Florida
$9K +$8.72K +125 New
SWM
618
Spire Wealth Management
Virginia
$9K +$8.72K +125 New
Lazard Asset Management
619
Lazard Asset Management
New York
$9K +$9.14K +131 New
SMG
620
Spectrum Management Group
Indiana
$8K -$13.1K -187 -64%
PCA
621
Providence Capital Advisors
North Carolina
$8K -$3.7K -53 -33%
EARNEST Partners
622
EARNEST Partners
Georgia
$8K – – –
OAJ
623
Ogorek Anthony Joseph
New York
$8K – – –
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$8K +$1.26K +18 +19%
TFP
625
Tilia Fiduciary Partners
North Carolina
$8K +$7.54K +108 New