C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Q2 2025 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Ryan J. Warner - VP of Compliance and Supervision
Location
Westlake, OH
Holdings as of
30 Jun 2025
Value $
$1.53B
Num holdings
381
Filing time
03 Nov 2025, 12:35:08 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included DFAC, SPLG, DCOR, DFAX, and VUG.
Previous filing
Q1 2025 - 12 May 2025
Next filing
Q3 2025 - 21 Oct 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 - Restatement compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ryan J. Warner VP of Compliance and Supervision Westlake, Ohio 03 Nov 2025