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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
601
Private Advisor Group
New Jersey
$637K +$117K +1,152 +2%
SS
602
Simplicity Solutions
Minnesota
$633K -$56.9K -562 -8%
HP
603
Hikari Power
Japan
$632K – – –
SWM
604
SeaCrest Wealth Management
New York
$632K -$9.62K -95 -1%
BAM
605
Belpointe Asset Management
Nevada
$631K +$12.2K +120 +2%
RMAM
606
Raab & Moskowitz Asset Management
New Jersey
$630K +$6.58K +65 +1%
ITIM
607
Indiana Trust & Investment Management
Indiana
$629K -$27.9K -275 -4%
GLR
608
Great Lakes Retirement
Ohio
$622K +$634K +6,257 New
HI
609
Horizon Investments
North Carolina
$612K +$246K +2,429 +65%
SYBT
610
Stock Yards Bank & Trust
Kentucky
$609K +$7.09K +70 +1%
LOIP
611
Live Oak Investment Partners
Texas
$602K – – –
PFA
612
Pathway Financial Advisers
Indiana
$602K +$613K +6,050 New
WDA
613
Wendell David Associates
New Hampshire
$597K – – –
FMWA
614
Forvis Mazars Wealth Advisors
Missouri
$597K – – –
MAS
615
Madden Advisory Services
Florida
$594K +$605K +5,977 New
FFM
616
Forum Financial Management
Illinois
$591K -$11.6K -115 -2%
FB
617
Fulton Bank
Pennsylvania
$585K -$68.9K -680 -10%
IAG
618
Ipsen Advisor Group
Arkansas
$585K +$595K +5,879 New
FUBT
619
First United Bank & Trust
Maryland
$584K -$28.7K -283 -5%
I
620
InceptionR
California
$578K +$589K +5,815 New
WS
621
Wedbush Securities
California
$574K -$21.6K -213 -4%
APP
622
Alpha Paradigm Partners
Illinois
$574K +$219K +2,161 +60%
CGL
623
Clarius Group LLC
Washington
$573K +$4.15K +41 +0.7%
PWPS
624
Pinnacle Wealth Planning Services
Ohio
$572K -$47.2K -466 -7%
AWM
625
Axxcess Wealth Management
California
$571K +$304K +3,005 +110%
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