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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
801
Principia Wealth Advisory
Texas
$1.24K
WWM
802
Wolff Wiese Magana
California
$1.24K
TIM
803
Tortoise Investment Management
New York
$1.16K -$1.12K -14 -50%
CIAS
804
CBIZ Investment Advisory Services
Ohio
$1.16K +$560 +7 +100%
CWP
805
Clark Wealth Partners
Illinois
$1.15K +$1.04K +13 New
PCM
806
Penserra Capital Management
California
$1K -$480 -6 -29%
AW
807
Avion Wealth
Texas
$1K +$480 +6 +33%
RWM
808
Rialto Wealth Management
New York
$913 +$160 +2 +22%
AP
809
Aspect Partners
Virginia
$912
HIA
810
HFM Investment Advisors
New Jersey
$912
CPG
811
Cornerstone Planning Group
New Jersey
$876 -$80 -1 -0.8%
AWM
812
Activest Wealth Management
Florida
$829 +$240 +3 +43%
VWA
813
Valued Wealth Advisors
Utah
$671
CTWM
814
Cherry Tree Wealth Management
Minnesota
$664
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$663
SFCL
816
Strengthening Families & Communities LLC
Massachusetts
$506
ACA
817
American Capital Advisory
Idaho
$498 -$80 -1 -14%
AA
818
Addison Advisors
Vermont
$498
AT
819
Avalon Trust
New Mexico
$498 +$480 +6 New
OCM
820
Orion Capital Management
California
$497 +$480 +6 New
EWM
821
Evolution Wealth Management
Florida
$415 +$400 +5 New
JWM
822
JPL Wealth Management
Colorado
$415 +$400 +5 New
SA
823
Seneschal Advisors
Washington
$415 +$400 +5 New
WWA
824
Wealth Watch Advisors
Colorado
$415 +$400 +5 New
YDMI
825
Y.D. More Investments
Israel
$393 +$110K +1,370 +699%