Ticker: USMC CUSIP: 74255Y870 Class: USMC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ethos Financial Group, LLC | 111,872 | $7,658 |
| Hershey Financial Advisers, LLC | 6,955 | $476 |
| MCDONALD PARTNERS LLC | 6,506 | $445 |
| Cape Investment Advisory, Inc. | 3,705 | $254 |
| Cornerstone Planning Group LLC | 8,015 | $544 |
| Simplicity Wealth,LLC | 4,601 | $315 |
| Versant Capital Management, Inc | 1,200 | $82 |
| ABOUND FINANCIAL, LLC | 418 | $29 |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,141 | $147 |
| HUNTINGTON NATIONAL BANK | 367 | $25 |
| SageView Advisory Group, LLC | 62 | $4 |
| JONES FINANCIAL COMPANIES LLLP | 40 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Symphony Financial Services, Inc. | 214,520 | 228,694 | +14,174 (+6.6%) |
| PRINCIPAL SECURITIES, INC. | 4,379,501 | 4,470,607 | +91,106 (+2.1%) |
| Golden State Wealth Management, LLC | 198,376 | 207,963 | +9,587 (+4.8%) |
| PMG Wealth Management, Inc. | 33,007 | 33,438 | +431 (+1.3%) |
| Integrated Wealth Concepts LLC | 155,596 | 241,652 | +86,056 (+55.3%) |
| GREENWOOD CAPITAL ASSOCIATES LLC | 20,360 | 30,658 | +10,298 (+50.6%) |
| Richmond Investment Services, LLC | 30,203 | 32,147 | +1,944 (+6.4%) |
| GTS SECURITIES LLC | 7,488 | 17,523 | +10,035 (+134.0%) |
| Virtu Financial LLC | 3,745 | 22,824 | +19,079 (+509.5%) |
| Capital Investment Advisory Services, LLC | 50,425 | 53,034 | +2,609 (+5.2%) |
| OSAIC HOLDINGS, INC. | 66,644 | 143,433 | +76,789 (+115.2%) |
| Brinker Capital Investments, LLC | 292,490 | 306,368 | +13,878 (+4.7%) |
| Jackson Wealth Management, LLC | 43,445 | 44,418 | +973 (+2.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 4,176,141 | 4,271,668 | +95,527 (+2.3%) |
| LPL Financial LLC | 1,317,005 | 1,404,127 | +87,122 (+6.6%) |
| TWO SIGMA INVESTMENTS, LP | 116,400 | 141,000 | +24,600 (+21.1%) |
| Cetera Investment Advisers | 57,410 | 86,151 | +28,741 (+50.1%) |
| Prospera Financial Services Inc | 12,789 | 16,678 | +3,889 (+30.4%) |
| WELLS FARGO & COMPANY/MN | 596,502 | 640,137 | +43,635 (+7.3%) |
| MORGAN STANLEY | 652,172 | 695,333 | +43,161 (+6.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elevation Capital Advisory, LLC | 128,122 | 101,514 | -26,608 (-20.8%) |
| Legacy CG, LLC | 308,690 | 296,195 | -12,495 (-4.0%) |
| O'Brien Wealth Partners LLC | 906,137 | 893,720 | -12,417 (-1.4%) |
| Wealth Advisors of Iowa, LLC | 207,662 | 205,062 | -2,600 (-1.3%) |
| PRINCIPAL FINANCIAL GROUP INC | 37,449,019 | 31,301,844 | -6,147,175 (-16.4%) |
| Stillwater Wealth Management Group | 8,747 | 7,352 | -1,395 (-15.9%) |
| NewEdge Advisors, LLC | 459,273 | 313,540 | -145,733 (-31.7%) |
| SILVER OAK SECURITIES, INCORPORATED | 31,661 | 26,687 | -4,974 (-15.7%) |
| Cannon Wealth Management Services, LLC | 9,659 | 9,511 | -148 (-1.5%) |
| MERCER GLOBAL ADVISORS INC /ADV | 904,936 | 893,610 | -11,326 (-1.3%) |
| Gotham Asset Management, LLC | 18,705 | 8,093 | -10,612 (-56.7%) |
| Smartleaf Asset Management LLC | 52,795 | 52,031 | -764 (-1.4%) |
| UBS Group AG | 59,536 | 22,153 | -37,383 (-62.8%) |
| RAYMOND JAMES FINANCIAL INC | 761,861 | 744,783 | -17,078 (-2.2%) |
| CITADEL ADVISORS LLC | 25,677 | 21,200 | -4,477 (-17.4%) |
| BANK OF AMERICA CORP /DE/ | 10,841 | 8,577 | -2,264 (-20.9%) |
| CARY STREET PARTNERS FINANCIAL LLC | 13,100 | 12,516 | -584 (-4.5%) |
| Cornerstone Wealth Management, LLC | 7,084 | 6,685 | -399 (-5.6%) |
| Steward Partners Investment Advisory, LLC | 11,288 | 10,762 | -526 (-4.7%) |
| CITIZENS FINANCIAL GROUP INC/RI | 16,078 | 15,734 | -344 (-2.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLP Wealth Management, LLC | 3,355 | $229 |
| AE Wealth Management LLC | 57,159 | $3,897 |
| Grey Fox Wealth Advisors, LLC | 1,100 | $75 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,800 | $1,963 |
| D. E. Shaw & Co., Inc. | 3,126 | $213 |
| SIGNATUREFD, LLC | 98 | $7 |