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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LC
626
Lindbrook Capital
California
$13K
ST
627
Smithfield Trust
Pennsylvania
$13K
FMP
628
Financial Management Professionals
Texas
$13K +$2.81K +40 +25%
GWA
629
Gibson Wealth Advisors
Texas
$12K
Bank of Montreal
630
Bank of Montreal
Ontario, Canada
$11.1K -$404K -5,738 -3%
PCM
631
Peregrine Capital Management
Minnesota
$11K
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$11K +$11.4K +162 New
RDFA
633
Ritter Daniher Financial Advisory
Ohio
$10K +$10.3K +147 New
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$9K -$2.04K -29 -17%
BBPWM
635
Blue Bell Private Wealth Management
Pennsylvania
$9K
1IA
636
1834 Investment Advisors
Wisconsin
$9K +$9.07K +129 New
NMG
637
New Millennium Group
Utah
$9K +$9.64K +137 New
EBA
638
Eagle Bay Advisors
New York
$8.28K +$8.72K +124 New
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$8K -$281 -4 -3%
EARNEST Partners
640
EARNEST Partners
Georgia
$8K
IRC
641
Investors Research Corp
Georgia
$8K
MCM
642
MV Capital Management
Maryland
$8K +$141 +2 +2%
SC
643
SouthState Corp
Florida
$8K +$8.02K +114 New
ETI
644
Enterprise Trust & Investment
California
$8K +$8.72K +124 New
MFT
645
Moisand Fitzgerald Tamayo
Florida
$7K -$7.03K -100 -48%
BWA
646
BDO Wealth Advisors
Florida
$7K
BCA
647
Bray Capital Advisors
Florida
$7K
CFFP
648
Center for Financial Planning
Michigan
$7K
CA
649
Clearstead Advisors
Ohio
$7K
TFP
650
Tilia Fiduciary Partners
North Carolina
$7K