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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
651
D.J. St. Germain
Massachusetts
$18.1K +$17.2K +239 New
FP
652
Financial Perspectives
Minnesota
$18.1K
Lazard Asset Management
653
Lazard Asset Management
New York
$18K -$793 -11 -4%
CT
654
Caldwell Trust
Florida
$17.8K -$7.21K -100 -30%
CSWM
655
Cassady Schiller Wealth Management
Ohio
$17.1K
LFA
656
Level Financial Advisors
New York
$16.7K -$46.6K -647 -75%
KFI
657
Key Financial Inc
Pennsylvania
$16.6K
PTC
658
Private Trust Company
Ohio
$16.5K -$57.7K -800 -79%
SA
659
SRH Advisors
Kansas
$15.7K
BC
660
Belmont Capital
California
$15K
FMP
661
Financial Management Professionals
Texas
$15K
CBT
662
CoreFirst Bank & Trust
Kansas
$14.9K
ST
663
Smithfield Trust
Pennsylvania
$14K
BWA
664
BDO Wealth Advisors
Florida
$12.9K +$5.05K +70 +70%
Fuller & Thaler Asset Management
665
Fuller & Thaler Asset Management
California
$12.7K
CFD
666
Creative Financial Designs
Indiana
$12.6K
ZB
667
Zions Bancorporation
Utah
$12.6K +$2.23K +31 +23%
GIA
668
GHP Investment Advisors
Colorado
$12.3K
PCM
669
Peregrine Capital Management
Minnesota
$12.1K
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K
LC
671
Lindbrook Capital
California
$12.1K
First Manhattan
672
First Manhattan
New York
$12K -$7.06K -98 -38%
MCI
673
MRP Capital Investments
Georgia
$11.4K +$10.8K +150 New
SWM
674
Spire Wealth Management
Virginia
$11.2K -$4.61K -64 -30%
RDFA
675
Ritter Daniher Financial Advisory
Ohio
$10.9K