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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
626
Antonetti Capital Management
Florida
$13K – – –
COCM
627
Charter Oak Capital Management
New Hampshire
$13K – – –
LC
628
Lindbrook Capital
California
$13K – – –
ST
629
Smithfield Trust
Pennsylvania
$13K – – –
FMP
630
Financial Management Professionals
Texas
$13K +$2.81K +40 +25%
GWA
631
Gibson Wealth Advisors
Texas
$12K – – –
PCM
632
Peregrine Capital Management
Minnesota
$11K – – –
GWMIA
633
Global Wealth Management Investment Advisory
Florida
$11K +$11.4K +162 New
RDFA
634
Ritter Daniher Financial Advisory
Ohio
$10K +$10.3K +147 New
Loomis, Sayles & Company
635
Loomis, Sayles & Company
Massachusetts
$9K -$2.04K -29 -17%
BBPWM
636
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
1IA
637
1834 Investment Advisors
Wisconsin
$9K +$9.07K +129 New
NMG
638
New Millennium Group
Utah
$9K +$9.64K +137 New
EBA
639
Eagle Bay Advisors
New York
$8.28K +$8.72K +124 New
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$8K -$281 -4 -3%
EARNEST Partners
641
EARNEST Partners
Georgia
$8K – – –
IRC
642
Investors Research Corp
Georgia
$8K – – –
MCM
643
MV Capital Management
Maryland
$8K +$141 +2 +2%
SC
644
SouthState Corp
Florida
$8K +$8.02K +114 New
ETI
645
Enterprise Trust & Investment
California
$8K +$8.72K +124 New
MFT
646
Moisand Fitzgerald Tamayo
Florida
$7K -$7.03K -100 -48%
BWA
647
BDO Wealth Advisors
Florida
$7K – – –
BCA
648
Bray Capital Advisors
Florida
$7K – – –
CFFP
649
Center for Financial Planning
Michigan
$7K – – –
CA
650
Clearstead Advisors
Ohio
$7K – – –