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Prudential
PUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Clearstead Advisors
Ohio
$9.36K +$10.2K +349 New
CPG
202
Cornerstone Planning Group
New Jersey
$9.23K -$2.16K -74 -19%
JWA
203
JFS Wealth Advisors
Pennsylvania
$8.55K -$526 -18 -5%
WTC
204
WhitTier Trust Company
Nevada
$7.36K +$7.77K +266 New
AFC
205
Ares Financial Consulting
California
$7.02K – – –
IA
206
IFP Advisors
Florida
$6.57K +$2.04K +70 +40%
RWM
207
Raffa Wealth Management
District of Columbia
$6.43K +$847 +29 +14%
SS
208
SBI Securities
Japan
$6.06K +$29 +1 +0.4%
AG
209
AmeriFlex Group
Nevada
$6.06K +$6.6K +226 New
SWM
210
Spire Wealth Management
Virginia
$5.84K – – –
SEP
211
Signature Equity Partners
Ohio
$5.71K – – –
EP
212
Essential Partners
California
$5.15K – – –
APW
213
Aventura Private Wealth
Florida
$5.15K +$5.61K +192 New
W
214
WealthCollab
Washington
$5.01K – – –
GKIM
215
GW&K Investment Management
Massachusetts
$5K -$964 -33 -15%
SIC
216
SJS Investment Consulting
Ohio
$4.91K -$2.89K -99 -35%
FC
217
Financial Consulate
Maryland
$4.88K -$2.57K -88 -33%
MNA
218
Manning & Napier Advisors
New York
$4.82K -$847 -29 -14%
DF
219
Downshift Financial
Colorado
$4.53K +$4.93K +169 New
IAS
220
IMA Advisory Services
Colorado
$4.45K +$1.72K +59 +55%
FCAS
221
First Command Advisory Services
Texas
$4.37K +$4.76K +163 New
RWS
222
Retirement Wealth Solutions
Wisconsin
$4.02K -$2.8K -96 -39%
PTC
223
Private Trust Company
Ohio
$3.97K +$4.32K +148 New
APFP
224
Action Point Financial Planning
Michigan
$3.91K +$4.26K +146 New
GEA
225
Glen Eagle Advisors
New Jersey
$3.9K +$58 +2 +1%
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9
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