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Principal Financial Group
PFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
751
Seven Eight Capital
New York
– -$416K -5,596 Closed
CIM
752
Contravisory Investment Management
Massachusetts
– -$401K -5,401 Closed
MS
753
Maven Securities
Jersey
– -$369K -5,115 Closed
ESCM
754
Echo Street Capital Management
New York
– -$375K -5,052 Closed
TFA
755
Teamwork Financial Advisors
Texas
– -$359K -4,832 Closed
FRM
756
Fox Run Management
Connecticut
– -$333K -4,478 Closed
CWP
757
Cyndeo Wealth Partners
Florida
– -$321K -4,314 Closed
XT
758
XTX Topco
Cayman Islands
– -$311K -4,188 Closed
BAM
759
Belpointe Asset Management
Nevada
– -$299K -4,017 Closed
BCM
760
Bayesian Capital Management
New York
– -$282K -3,800 Closed
IUHSA
761
Itau Unibanco Holding S.A.
Brazil
– -$282K -3,798 Closed
CCIA
762
Campbell & Co Investment Adviser
Maryland
– -$259K -3,489 Closed
AG
763
AIA Group
Hong Kong
– -$257K -3,464 Closed
GA
764
Gateway Advisory
New Jersey
– -$243K -3,269 Closed
HWM
765
HB Wealth Management
Georgia
– -$242K -3,259 Closed
KI
766
Kapitalo Investimentos
Brazil
– -$242K -3,258 Closed
BCI
767
Brinker Capital Investments
Pennsylvania
– -$235K -3,162 Closed
OPS
768
Orion Portfolio Solutions
Nebraska
– -$235K -3,162 Closed
MG
769
Meritage Group
California
– -$228K -3,063 Closed
PCMC
770
Paragon Capital Management (Colorado)
Colorado
– -$227K -3,059 Closed
Brown Advisory
771
Brown Advisory
Maryland
– -$224K -3,010 Closed
WC
772
Wexford Capital
Florida
– -$220K -2,963 Closed
AAS
773
Avantax Advisory Services
Texas
– -$215K -2,896 Closed
SW
774
SVB Wealth
Massachusetts
– -$215K -2,891 Closed
AWM
775
Axxcess Wealth Management
California
– -$210K -2,823 Closed
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