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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
576
Orion Portfolio Solutions
Nebraska
$321K +$122K +2,071 +65%
PA
577
Profund Advisors
Maryland
$317K +$881 +15 +0.3%
TPCW
578
TD Private Client Wealth
New York
$308K -$22.5K -384 -7%
KWM
579
Kingsview Wealth Management
Oregon
$304K +$293K +4,988 New
WC
580
Westhampton Capital
North Carolina
$303K -$74.9K -1,275 -20%
PWPS
581
Pinnacle Wealth Planning Services
Ohio
$303K -$27.2K -463 -9%
MWM
582
Marietta Wealth Management
Georgia
$302K -$45.5K -775 -13%
CFGS
583
Concourse Financial Group Securities
Alabama
$301K +$24.7K +421 +9%
WAM
584
Wealthspire Advisors (Maryland)
Maryland
$299K +$8.34K +142 +3%
VI
585
Versor Investments
New York
$297K +$286K +4,877 New
SB
586
Sunflower Bank
Texas
$296K +$286K +4,867 New
AP
587
Appleton Partners
Massachusetts
$287K +$3.11K +53 +1%
BCP
588
Blue Chip Partners
Michigan
$286K -$30.2K -514 -10%
CB
589
Community Bank
New York
$284K +$155K +2,640 +131%
SW
590
SVB Wealth
Massachusetts
$284K +$274K +4,662 New
OC
591
Oarsman Capital
Wisconsin
$283K +$273K +4,653 New
BP
592
Ballentine Partners
Massachusetts
$282K -$59 -1 -0%
CAM
593
Cresset Asset Management
Illinois
$282K +$33.3K +568 +14%
ANRIA
594
American National Registered Investment Advisor
Texas
$280K – – –
MSFP
595
Mark Sheptoff Financial Planning
Connecticut
$280K +$241K +4,100 +820%
SCM
596
Schnieders Capital Management
California
$275K +$2.35K +40 +0.9%
IFG
597
Independent Financial Group
California
$274K +$264K +4,504 New
FB
598
Fulton Bank
Pennsylvania
$274K +$264K +4,497 New
OPPTF
599
OPSEU Pension Plan Trust Fund
Ontario, Canada
$274K +$269K +4,584 New
IWC
600
Integrated Wealth Concepts
Massachusetts
$272K -$107K -1,826 -29%
22 23
24
25 26