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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
626
Cora Capital Advisors
New Jersey
$259K – – –
WI
627
WBI Investments
New Jersey
$257K +$242K +2,386 New
KCPG
628
Kavar Capital Partners Group
Kansas
$257K +$2.33K +23 +1%
PTC
629
Private Trust Company
Ohio
$256K +$50.7K +499 +27%
PGWA
630
Plus Group Wealth Advisors
Wisconsin
$256K +$241K +2,373 New
AIM
631
Acropolis Investment Management
Missouri
$252K +$203 +2 +0.1%
SW
632
Simplicity Wealth
New Jersey
$251K -$4.67K -46 -2%
AAM
633
Auxier Asset Management
Oregon
$250K – – –
EWA
634
EverSource Wealth Advisors
Alabama
$250K -$82.1K -809 -26%
Koshinski Asset Management
635
Koshinski Asset Management
Illinois
$249K +$102 +1 +0%
DT
636
Diversified Trust
Tennessee
$248K +$234K +2,302 New
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$248K +$102 +1 +0%
SL
638
Sentinus LLC
Illinois
$246K +$2.84K +28 +1%
IB
639
Intrust Bank
Kansas
$245K +$231K +2,275 New
TAM
640
Tocqueville Asset Management
New York
$244K -$14K -138 -6%
TAM
641
Trust Asset Management
Texas
$243K -$9.65K -95 -4%
KCWM
642
Kane Co Wealth Management
Iowa
$243K -$68.6K -676 -22%
CAM
643
Clarity Asset Management
Iowa
$242K +$11.4K +112 +5%
RT
644
Rockland Trust
Massachusetts
$242K -$79.6K -784 -26%
Fisher Asset Management
645
Fisher Asset Management
Washington
$242K +$228K +2,241 New
AAS
646
Annex Advisory Services
Wisconsin
$241K +$227K +2,237 New
WANY
647
Wealthspire Advisors (New York)
New York
$237K -$13.3K -131 -6%
SSC
648
Syverson Strege & Co
Iowa
$236K +$222K +2,188 New
FCM
649
FJ Capital Management
Virginia
$235K +$221K +2,181 New
PI
650
PFG Investments
New York
$235K +$221K +2,178 New