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Prudential Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
651
Forza Wealth Management
Florida
$631K
WA
652
WBH Advisory
Maryland
$615K +$1.59K +14 +0.3%
IFG
653
Independent Financial Group
California
$612K -$10.9K -96 -2%
GM
654
GeoWealth Management
Illinois
$605K -$163K -1,429 -21%
EI
655
Ellevest Inc
New York
$604K -$78.5K -689 -11%
VWA
656
Visionary Wealth Advisors
Illinois
$604K -$7.08M -62,139 -92%
CWM
657
Connecticut Wealth Management
Connecticut
$603K +$228 +2 +0%
SLWA
658
San Luis Wealth Advisors
California
$597K +$609K +5,348 New
EWA
659
Etesian Wealth Advisors
Oregon
$596K -$84.9K -745 -12%
PFGIA
660
Patriot Financial Group Insurance Agency
Massachusetts
$596K +$29.4K +258 +5%
EWM
661
Empirical Wealth Management
Washington
$595K +$35.2K +309 +6%
TWP
662
Tyche Wealth Partners
Texas
$591K +$41.4K +363 +7%
RL
663
Rogco LP
Oklahoma
$590K -$37.9K -333 -6%
BCP
664
Berkeley Capital Partners
Georgia
$589K +$20.2K +177 +3%
BIA
665
Beacon Investment Advisors
Maryland
$588K +$1.25K +11 +0.2%
NP
666
NorthRock Partners
Minnesota
$585K -$35.2K -309 -6%
VFA
667
Valeo Financial Advisors
Indiana
$585K -$798 -7 -0.1%
ZF
668
Zhang Financial
Michigan
$585K -$6.38K -56 -1%
HA
669
Huntleigh Advisors
Missouri
$584K +$4.9K +43 +0.8%
LC
670
LCNB Corp
Ohio
$582K
PAM
671
Panagora Asset Management
Massachusetts
$579K -$70.8K -621 -11%
AW
672
Apricus Wealth
South Carolina
$578K -$12.4K -109 -2%
Wellington Management Group
673
Wellington Management Group
Massachusetts
$578K +$590K +5,175 New
TRCT
674
Tower Research Capital (TRC)
New York
$577K -$2.16M -18,996 -79%
PTC
675
Private Trust Company
Ohio
$577K +$86.7K +761 +17%