We are live on ! Find out more
PRU icon

Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
651
Impact Partnership Wealth
Georgia
$680K +$9.46K +82 +1%
PWAM
652
Pinnacle West Asset Management
Wyoming
$679K – – –
CIAS
653
Capital Investment Advisory Services
North Carolina
$671K -$5.19K -45 -0.8%
PCG
654
Prosperity Consulting Group
Maryland
$669K +$4.96K +43 +0.8%
FWM
655
Forza Wealth Management
Florida
$662K – – –
WA
656
WBH Advisory
Maryland
$658K -$5.42K -47 -0.8%
MOS
657
MGO One Seven
Ohio
$658K +$3.46K +30 +0.5%
GRP
658
Global Retirement Partners
California
$656K -$50.1K -434 -7%
PP
659
Patron Partners
Texas
$656K +$24.5K +212 +4%
I
660
InceptionR
California
$652K -$388K -3,359 -38%
EWS
661
Evergreen Wealth Solutions
Pennsylvania
$652K -$145K -1,258 -18%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$652K -$4.04K -35 -0.6%
FMWA
663
Forvis Mazars Wealth Advisors
Missouri
$649K +$58.7K +509 +10%
JFGIW
664
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$645K +$571K +4,947 +885%
PCM
665
Perritt Capital Management
Illinois
$631K +$23K +199 +4%
CWM
666
Connecticut Wealth Management
Connecticut
$628K +$618K +5,357 New
XT
667
XTX Topco
Cayman Islands
$625K -$376K -3,254 -38%
MFIM
668
Mesirow Financial Investment Management
Illinois
$621K -$29.3K -254 -5%
VFA
669
Valeo Financial Advisors
Indiana
$620K -$7.27K -63 -1%
LC
670
LCNB Corp
Ohio
$620K – – –
PA
671
Parallel Advisors
California
$619K +$158K +1,372 +35%
ZF
672
Zhang Financial
Michigan
$616K +$346 +3 +0.1%
BIA
673
Beacon Investment Advisors
Maryland
$616K +$606K +5,253 New
ACA
674
Aptus Capital Advisors
Alabama
$615K +$28.9K +250 +5%
HT
675
Heritage Trust
Oklahoma
$615K +$1.39K +12 +0.2%
25 26
27
28 29