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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
501
Strategic Advisors
New York
$897K +$48.1K +500 +5%
DIP
502
DT Investment Partners
Pennsylvania
$893K -$1.44K -15 -0.1%
MCC
503
Money Concepts Capital
Florida
$893K +$47.2K +490 +5%
CA
504
Cullinan Associates
Kentucky
$891K -$27K -280 -3%
PAS
505
Park Avenue Securities
New York
$884K +$82.2K +854 +9%
VC
506
Vicus Capital
Pennsylvania
$882K -$53.1K -552 -5%
FTDI
507
First Trust Direct Indexing
Massachusetts
$876K +$206K +2,145 +27%
BWP
508
Baldwin Wealth Partners
Massachusetts
$875K – – –
TIA
509
Trust Investment Advisors
Indiana
$873K +$47.2K +490 +5%
DTL
510
Dynamic Technology Lab
Singapore
$867K +$973K +10,105 New
LNC
511
Lincoln National Corp
Pennsylvania
$866K +$50.1K +520 +5%
ZF
512
Zhang Financial
Michigan
$859K – – –
GC
513
Gilbert & Cook
Iowa
$858K +$10K +104 +1%
CCP
514
Clarkston Capital Partners
Michigan
$858K +$241K +2,500 +33%
OPW
515
Oxler Private Wealth
New York
$852K +$11.6K +121 +1%
PP
516
Patten & Patten
Tennessee
$846K +$55.4K +575 +6%
DCM
517
Donaldson Capital Management
Indiana
$844K -$16.4K -170 -2%
TWI
518
Thomas White International
Illinois
$840K – – –
CIC
519
Chilton Investment Company
Connecticut
$838K +$941K +9,773 New
SC
520
Savant Capital
Illinois
$835K +$10.1K +105 +1%
OIA
521
OneDigital Investment Advisors
Kansas
$829K +$37.9K +394 +4%
AWM
522
Apollon Wealth Management
South Carolina
$827K -$119K -1,235 -11%
PSB
523
Piscataqua Savings Bank
New Hampshire
$826K -$19.3K -200 -2%
SIA
524
Schechter Investment Advisors
Michigan
$825K -$71.8K -746 -7%
AWP
525
Ascent Wealth Partners
New York
$823K -$89.8K -933 -9%
19 20
21
22 23