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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
701
Harbor Investment Advisory
Maryland
$184K – – –
MCM
702
Manchester Capital Management
Vermont
$180K -$1.22K -12 -0.7%
PWAM
703
Private Wealth Asset Management
Iowa
$179K – – –
CA
704
CoreCap Advisors
Michigan
$173K +$59.2K +583 +57%
AA
705
AlphaCentric Advisors
Puerto Rico
$168K +$9.54K +94 +6%
LFA
706
LGT Financial Advisors
Texas
$167K – – –
WFA
707
West Financial Advisors
Iowa
$163K -$30K -295 -16%
NRG
708
Nemes Rush Group
Michigan
$155K – – –
JFA
709
JNBA Financial Advisors
Minnesota
$154K – – –
RBI
710
Raiffeisen Bank International
Austria
$153K – – –
LFG
711
Larson Financial Group
Missouri
$151K +$7.51K +74 +6%
EP
712
Essential Partners
California
$150K +$7.41K +73 +6%
CFO
713
CVA Family Office
Colorado
$140K +$3.35K +33 +3%
VCM
714
Versant Capital Management
Arizona
$139K -$3.86K -38 -3%
JWA
715
JFS Wealth Advisors
Pennsylvania
$139K +$609 +6 +0.5%
QC
716
Quent Capital
New York
$138K -$14.1K -139 -10%
CAL
717
Capital Advisors Ltd
Ohio
$130K – – –
RWM
718
RMG Wealth Management
Wisconsin
$121K +$102 +1 +0.1%
GIA
719
GHP Investment Advisors
Colorado
$118K – – –
RFS
720
Richardson Financial Services
Massachusetts
$116K – – –
AUB
721
Atlantic Union Bankshares
Virginia
$115K -$711 -7 -0.7%
GWM
722
Geneos Wealth Management
Colorado
$112K – – –
DMBA
723
Deseret Mutual Benefit Administrators
Utah
$111K -$5.08K -50 -5%
Walleye Capital
724
Walleye Capital
New York
$109K +$103K +1,015 New
KCM
725
Key Capital Management
Tennessee
$109K -$29.2K -288 -22%