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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Raffa Wealth Management
District of Columbia
$2.96K
GWMI
702
Guardian Wealth Management (Illinois)
Illinois
$2.93K +$78 +1 +3%
VCM
703
Versant Capital Management
Arizona
$2.67K
SWA
704
SOA Wealth Advisors
New York
$2.53K
TFM
705
TFC Financial Management
Massachusetts
$2.32K
AFG
706
Albion Financial Group
Utah
$2.31K +$2.48K +32 New
BWM
707
Baystate Wealth Management
Massachusetts
$2.18K +$2.33K +30 New
CWC
708
Carolinas Wealth Consulting
North Carolina
$1.96K
GWSA
709
Global Wealth Strategies & Associates
Colorado
$1.44K
WPA
710
West Paces Advisors
Georgia
$1.37K
TAM
711
Tucker Asset Management
Colorado
$1.3K
LFG
712
Larson Financial Group
Missouri
$1.25K +$388 +5 +42%
Kayne Anderson Rudnick Investment Management
713
Kayne Anderson Rudnick Investment Management
California
$1.08K
BG
714
Bollard Group
Massachusetts
$1K
NSIM
715
North Star Investment Management
Illinois
$865
ECM
716
Everence Capital Management
Indiana
$654 +$353K +4,550 +100%
CTWM
717
Cherry Tree Wealth Management
Minnesota
$577
PCTC
718
Perkins Coie Trust Company
Washington
$576 +$621 +8 New
TWP
719
TFO Wealth Partners
Ohio
$455
MHR
720
Matthew Hamilton Rosenberg
$432
JWM
721
Janiczek Wealth Management
Colorado
$289
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$73 +$78 +1 New
NW
723
NewEdge Wealth
Pennsylvania
-$12.1M -159,029 Closed
BC
724
Brookfield Corp
Ontario, Canada
-$10.9M -143,245 Closed
Connor, Clark & Lunn Investment Management (CC&L)
725
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$6.35M -83,683 Closed