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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
651
Tower Research Capital (TRC)
New York
– -$79K -1,434 Closed
ONST
652
Old North State Trust
North Carolina
– -$77K -1,405 Closed
Loomis, Sayles & Company
653
Loomis, Sayles & Company
Massachusetts
– -$66K -1,205 Closed
Walleye Trading
654
Walleye Trading
New York
– -$63K -1,147 Closed
Capstone Investment Advisors
655
Capstone Investment Advisors
New York
– -$59K -1,064 Closed
PWP
656
Personal Wealth Partners
Minnesota
– -$42K -764 Closed
GLI
657
Guardian Life Insurance
New York
– -$42K -758 Closed
RA
658
Rational Advisors
New York
– -$35K -642 Closed
OSAM
659
O'Shaughnessy Asset Management
Connecticut
– -$29K -530 Closed
JFA
660
Johanson Financial Advisors
California
– -$26.1K -475 Closed
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
– -$23K -412 Closed
TFA
662
Toth Financial Advisory
Virginia
– -$17K -318 Closed
LWM
663
Lionsbridge Wealth Management
Florida
– -$8K -162 Closed
PCIA
664
Prime Capital Investment Advisors
Kansas
– -$6K -104 Closed
CHAM
665
Clear Harbor Asset Management
Connecticut
– -$5.5K -100 Closed
ST
666
Smithfield Trust
Pennsylvania
– -$4K -75 Closed
CCM
667
Covington Capital Management
California
– -$4K -71 Closed
TCOV
668
Trust Company of Vermont
Vermont
– -$4K -69 Closed
EWA
669
Evolution Wealth Advisors
Florida
– -$3K -63 Closed
GDP
670
Great Diamond Partners
Maine
– -$2K -50 Closed
PW
671
Price Wealth
Texas
– -$1K -24 Closed
FPFS
672
First Personal Financial Services
North Carolina
– -$1K -15 Closed
Fidelity International
673
Fidelity International
Bermuda
– -$1K -14 Closed
PCTC
674
Perkins Coie Trust Company
Washington
– +$568 +12 New