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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
526
Tokio Marine Asset Management
Japan
$1.06M +$67.5K +626 +7%
PSB
527
Piscataqua Savings Bank
New Hampshire
$1.06M -$59.8K -555 -6%
CHJWM
528
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M -$39.4K -366 -4%
CA
529
Carson Advisory
Georgia
$1.06M – – –
IFWM
530
Institute for Wealth Management
Colorado
$1.05M +$539 +5 +0.1%
I
531
InceptionR
California
$1.05M +$72.5K +673 +8%
VC
532
Vicus Capital
Pennsylvania
$1.05M +$970 +9 +0.1%
SPA
533
Sherbrooke Park Advisers
New York
$1.04M +$954K +8,852 New
WFA
534
WMG Financial Advisors
Tennessee
$1.04M -$323 -3 -0%
RAM
535
Ramirez Asset Management
New York
$1.03M -$80.3K -745 -8%
CIP
536
Convergence Investment Partners
Florida
$1.03M -$48.6K -451 -5%
NIM
537
NEOS Investment Management
Connecticut
$1.03M +$396K +3,672 +72%
SIA
538
Schechter Investment Advisors
Michigan
$1.03M -$15.7K -146 -2%
SAM
539
Silvercrest Asset Management
New York
$1.02M – – –
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$1.02M +$343K +3,179 +58%
BFG
541
Bleakley Financial Group
New Jersey
$1.02M +$29.3K +272 +3%
SW
542
Simplicity Wealth
New Jersey
$1.02M +$932K +8,646 New
XT
543
XTX Topco
Cayman Islands
$1.01M +$926K +8,591 New
CL
544
Choreo LLC
Illinois
$1M +$173K +1,603 +23%
PFA
545
Pathway Financial Advisers
Indiana
$1M +$102K +950 +13%
AWC
546
Abundance Wealth Counselors
Pennsylvania
$1M +$44.4K +412 +5%
MNBTD
547
Moody National Bank Trust Division
Texas
$999K -$7.11K -66 -0.8%
SPC
548
Sigma Planning Corp
Michigan
$993K +$536K +4,976 +143%
KPWS
549
Kestra Private Wealth Services
Texas
$993K +$123K +1,139 +16%
CW
550
CreativeOne Wealth
Kansas
$986K +$382K +3,543 +73%
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