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Prudential

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
201
Caitong International Asset Management
Hong Kong
$2.66K +$2.49K +95 New
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.66K +$26 +1 +1%
SHIM
203
Stone House Investment Management
Pennsylvania
$2.32K +$2.17K +83 New
BHWM
204
Beaird Harris Wealth Management
Texas
$2.23K +$393 +15 +23%
PWA
205
Principia Wealth Advisory
Texas
$2.18K +$1.26K +48 +160%
CPG
206
Cornerstone Planning Group
New Jersey
$2.17K -$7.41K -283 -96%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$2K
MCM
208
Manchester Capital Management
Vermont
$1.85K
BIA
209
Bell Investment Advisors
California
$1.76K
ZBNA
210
Zions Bancorporation, National Association
Utah
$1.68K -$655 -25 -29%
IRC
211
Investors Research Corp
Georgia
$1.23K
PWAM
212
Private Wealth Asset Management
Iowa
$1.23K
GWSG
213
GPS Wealth Strategies Group
Colorado
$1.06K
LI
214
LRI Investments
Florida
$1.01K
PAM
215
Palisade Asset Management
Minnesota
$700 +$655 +25 New
FG
216
Fairman Group
Pennsylvania
$619
ACA
217
American Capital Advisory
Idaho
$588 +$550 +21 New
HI
218
Horizon Investments
North Carolina
$588 +$550 +21 New
FFA
219
Frazier Financial Advisors
Ohio
$420 +$393 +15 New
TFA
220
Transamerica Financial Advisors
Florida
$310 +$288 +11 New
AWM
221
Abound Wealth Management
Tennessee
$308
TPBG
222
Turning Point Benefit Group
Maryland
$253 +$236 +9 New
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$224
RA
224
Rise Advisors
New York
$37
GCP
225
GSA Capital Partners
United Kingdom
-$5.3M -211,988 Closed