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Prudential
PUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
201
Cornerstone Planning Group
New Jersey
$9.23K -$2.16K -74 -19%
JWA
202
JFS Wealth Advisors
Pennsylvania
$8.55K -$526 -18 -5%
WTC
203
WhitTier Trust Company
Nevada
$7.36K +$7.77K +266 New
AFC
204
Ares Financial Consulting
California
$7.02K – – –
IA
205
IFP Advisors
Florida
$6.57K +$2.04K +70 +40%
RWM
206
Raffa Wealth Management
District of Columbia
$6.43K +$847 +29 +14%
SS
207
SBI Securities
Japan
$6.06K +$29 +1 +0.4%
AG
208
AmeriFlex Group
Nevada
$6.06K +$6.6K +226 New
SWM
209
Spire Wealth Management
Virginia
$5.84K – – –
SEP
210
Signature Equity Partners
Ohio
$5.71K – – –
EP
211
Essential Partners
California
$5.15K – – –
APW
212
Aventura Private Wealth
Florida
$5.15K +$5.61K +192 New
W
213
WealthCollab
Washington
$5.01K – – –
GKIM
214
GW&K Investment Management
Massachusetts
$5K -$964 -33 -15%
SIC
215
SJS Investment Consulting
Ohio
$4.91K -$2.89K -99 -35%
FC
216
Financial Consulate
Maryland
$4.88K -$2.57K -88 -33%
MNA
217
Manning & Napier Advisors
New York
$4.82K -$847 -29 -14%
DF
218
Downshift Financial
Colorado
$4.53K +$4.93K +169 New
IAS
219
IMA Advisory Services
Colorado
$4.45K +$1.72K +59 +55%
FCAS
220
First Command Advisory Services
Texas
$4.37K +$4.76K +163 New
RWS
221
Retirement Wealth Solutions
Wisconsin
$4.02K -$2.8K -96 -39%
PTC
222
Private Trust Company
Ohio
$3.97K +$4.32K +148 New
APFP
223
Action Point Financial Planning
Michigan
$3.91K +$4.26K +146 New
GEA
224
Glen Eagle Advisors
New Jersey
$3.9K +$58 +2 +1%
PWA
225
Physician Wealth Advisors
Utah
$3.89K -$234 -8 -5%
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9
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