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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
651
Nemes Rush Group
Michigan
$127K +$1.01K +12 +0.8%
JFA
652
JNBA Financial Advisors
Minnesota
$126K
PTC
653
Private Trust Company
Ohio
$117K +$46.5K +551 +72%
JWA
654
JFS Wealth Advisors
Pennsylvania
$113K +$4.3K +51 +4%
CA
655
Clearstead Advisors
Ohio
$111K +$29.7K +352 +39%
CIAM
656
Caitong International Asset Management
Hong Kong
$109K +$105K +1,241 New
HFS
657
Hantz Financial Services
Michigan
$106K -$10.7K -127 -10%
CAL
658
Capital Advisors Ltd
Ohio
$106K
VCM
659
Versant Capital Management
Arizona
$103K -$3.71K -44 -4%
OW
660
Olistico Wealth
Oklahoma
$102K +$97.7K +1,158 New
CFO
661
CVA Family Office
Colorado
$99.5K +$506 +6 +0.5%
RFS
662
Richardson Financial Services
Massachusetts
$97.9K
RWM
663
RMG Wealth Management
Wisconsin
$97.4K +$5.66K +67 +7%
LFG
664
Larson Financial Group
Missouri
$97.1K +$11.1K +132 +14%
GIA
665
GHP Investment Advisors
Colorado
$96.9K +$8.44K +100 +10%
AUB
666
Atlantic Union Bankshares
Virginia
$94K +$22K +261 +32%
PP
667
Pingora Partners
Wyoming
$88.2K
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.6K
KCM
669
Key Capital Management
Tennessee
$86.2K +$82.5K +977 New
Los Angeles Capital Management
670
Los Angeles Capital Management
California
$85.8K +$87.5K +1,037 New
SNB
671
Security National Bank
Nebraska
$84.7K
RFP
672
Root Financial Partners
California
$83.9K -$2.45K -29 -3%
PB
673
Pinnacle Bancorp
Nebraska
$83.9K
GWM
674
Geneos Wealth Management
Colorado
$83.8K -$928 -11 -1%
QL
675
Quarry LP
New York
$81.2K +$77.7K +920 New