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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
S
601
SignatureFD
Georgia
$233K +$13.9K +152 +6%
ST
602
Sageworth Trust
Pennsylvania
$232K -$9.69K -106 -4%
WIA
603
World Investment Advisors
California
$229K +$232K +2,540 New
CIA
604
Caerus Investment Advisors
Texas
$229K -$62.3K -681 -21%
STCOSD
605
Sageworth Trust Company of South Dakota
South Dakota
$228K -$91.7K -1,003 -28%
WT
606
Whittier Trust
California
$228K – – –
APWM
607
Argonautica Private Wealth Management
Massachusetts
$227K -$543K -5,944 -70%
NP
608
Nilsine Partners
Colorado
$226K +$208K +2,270 New
EP
609
Edgestream Partners
New Jersey
$225K +$229K +2,501 New
SCI
610
S&CO Inc
Massachusetts
$225K – – –
PP
611
Paladin Partners
Wisconsin
$224K – – –
FNT
612
First Nebraska Trust
Nebraska
$223K -$4.57K -50 -2%
RG
613
Renaissance Group
Kentucky
$218K -$62.7K -686 -22%
VanEck Associates
614
VanEck Associates
New York
$218K +$10.2K +112 +5%
RFA
615
Resurgent Financial Advisors
Georgia
$218K +$1.1K +12 +0.5%
SMC
616
Smith, Moore & Co
Missouri
$217K – – –
JF
617
Jump Financial
Illinois
$216K +$220K +2,402 New
CCA
618
Cora Capital Advisors
New Jersey
$216K – – –
TAM
619
Tocqueville Asset Management
New York
$216K +$219K +2,400 New
SW
620
Simplicity Wealth
New Jersey
$214K +$217K +2,376 New
TCA
621
Transcend Capital Advisors
New Jersey
$214K +$217K +2,370 New
KCPG
622
Kavar Capital Partners Group
Kansas
$213K – – –
JSW
623
Journey Strategic Wealth
New Jersey
$213K +$216K +2,359 New
NAM
624
NorthCrest Asset Manangement
Minnesota
$212K -$109K -1,188 -34%
PCMC
625
Paragon Capital Management (Colorado)
Colorado
$212K -$9.78K -107 -4%