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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
576
Integrated Wealth Concepts
Massachusetts
$587K +$177K +2,073 +47%
LNC
577
Lincoln National Corp
Pennsylvania
$586K +$27K +315 +5%
FAIM
578
Financial Advocates Investment Management
Washington
$586K +$224K +2,622 +69%
HP
579
Hikari Power
Japan
$578K – – –
IA
580
IndexIQ Advisors
New York
$577K +$69.4K +811 +15%
BRWA
581
B. Riley Wealth Advisors
Florida
$575K -$68.4K -799 -11%
BFG
582
Beacon Financial Group
Texas
$574K – – –
DCM
583
Dupont Capital Management
Delaware
$571K -$14.6K -171 -3%
CGL
584
Clarius Group LLC
Washington
$571K +$15.5K +181 +3%
LC
585
LCNB Corp
Ohio
$567K +$31.2K +365 +6%
BS
586
Bessemer Securities
New York
$557K +$150K +1,750 +40%
PA
587
Profund Advisors
Maryland
$552K +$99.4K +1,161 +24%
FTDI
588
First Trust Direct Indexing
Massachusetts
$551K -$14.3K -167 -3%
AC
589
Athanor Capital
New York
$549K -$1.71M -20,028 -77%
CAM
590
Cubic Asset Management
Massachusetts
$547K – – –
WDA
591
Wendell David Associates
New Hampshire
$547K – – –
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$538K +$12.2K +143 +2%
AWM
593
Apollon Wealth Management
South Carolina
$536K +$503K +5,880 New
CAM
594
Carret Asset Management
New York
$536K +$504K +5,885 New
WA
595
Wambolt & Associates
Colorado
$532K +$265K +3,097 +117%
SP
596
Symmetry Partners
Connecticut
$530K -$37.2K -434 -7%
HT
597
Heritage Trust
Oklahoma
$529K – – –
DA
598
Doliver Advisors
Texas
$528K -$78.6K -918 -14%
FCH
599
Freestone Capital Holdings
Washington
$528K -$30.6K -357 -6%
OPS
600
Orion Portfolio Solutions
Nebraska
$511K +$24.7K +289 +5%
22 23
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