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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
626
Freedom Day Solutions
Texas
– -$250K -4,543 Closed
PAG
627
Private Advisor Group
New Jersey
– -$247K -4,484 Closed
FNT
628
First National Trust
Pennsylvania
– -$244K -4,446 Closed
PIA
629
Powell Investment Advisors
Florida
– -$239K -4,340 Closed
GT
630
Greenleaf Trust
Michigan
– -$239K -4,338 Closed
PCM
631
Poehling Capital Management
Wisconsin
– -$237K -4,300 Closed
PTC
632
Petrus Trust Company
Texas
– -$236K -4,292 Closed
BCM
633
BlueCrest Capital Management
Jersey
– -$234K -4,251 Closed
RIA
634
Realta Investment Advisors
Delaware
– -$233K -4,236 Closed
BCI
635
Brinker Capital Investments
Pennsylvania
– -$232K -4,223 Closed
FWCM
636
Ferguson Wellman Capital Management
Oregon
– -$228K -4,149 Closed
RPWA
637
Regent Peak Wealth Advisors
Georgia
– -$226K -4,117 Closed
WB
638
WesBanco Bank
West Virginia
– -$222K -4,033 Closed
9WM
639
9258 Wealth Management
Ohio
– -$218K -3,965 Closed
WAM
640
Wealthspire Advisors (Maryland)
Maryland
– -$216K -3,935 Closed
TSS
641
Two Sigma Securities
New York
– -$214K -3,893 Closed
UIA
642
UBP Investment Advisors
Switzerland
– -$214K -3,888 Closed
BAM
643
Belpointe Asset Management
Nevada
– -$214K -3,882 Closed
RA
644
RFG Advisory
Alabama
– -$209K -3,798 Closed
RFC
645
Regions Financial Corp
Alabama
– -$207K -3,761 Closed
HAG
646
HighPoint Advisor Group
Illinois
– -$206K -3,719 Closed
GIA
647
Gateway Investment Advisers
Ohio
– -$202K -3,667 Closed
IUHSA
648
Itau Unibanco Holding S.A.
Brazil
– -$138K -2,512 Closed
VIM
649
Veritas Investment Management
United Kingdom
– -$137K -2,500 Closed
O
650
Ossiam
France
– -$79K -1,437 Closed
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