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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
601
Capital Asset Advisory Services
Michigan
$599K -$62.2K -658 -9%
GJIA
602
Glass Jacobson Investment Advisors
Maryland
$598K -$1.61K -17 -0.3%
NFG
603
Nations Financial Group
Iowa
$597K +$287K +3,031 +93%
AWM
604
Accurate Wealth Management
Florida
$597K +$76.1K +805 +15%
BP
605
Ballentine Partners
Massachusetts
$591K +$120K +1,268 +26%
GVAG
606
Great Valley Advisor Group
Delaware
$587K +$2.84K +30 +0.5%
KIG
607
Kowal Investment Group
Wisconsin
$584K +$17.9K +189 +3%
GRP
608
Global Retirement Partners
California
$578K +$14.9K +158 +3%
FMWA
609
Forvis Mazars Wealth Advisors
Missouri
$577K -$229K -2,419 -28%
MYAM
610
Meiji Yasuda Asset Management
Japan
$577K +$68.1K +720 +13%
GIA
611
Gladstone Institutional Advisory
Florida
$574K +$89.9K +950 +19%
EWA
612
EP Wealth Advisors
California
$570K +$470K +4,967 +476%
WDA
613
Wendell David Associates
New Hampshire
$569K – – –
OTL
614
Oak Thistle LLC
New York
$569K +$567K +5,992 New
WA
615
WBH Advisory
Maryland
$562K -$31.7K -335 -5%
MCM
616
MAI Capital Management
Ohio
$561K -$27.1K -287 -5%
RL
617
Rogco LP
Oklahoma
$560K +$558K +5,902 New
WS
618
Wedbush Securities
California
$556K -$45K -476 -8%
BSW
619
Buckingham Strategic Wealth
Missouri
$552K +$6.34K +67 +1%
MOS
620
MGO One Seven
Ohio
$547K -$24.7K -261 -4%
MSS
621
Mitchell Sinkler & Starr
Pennsylvania
$547K +$473 +5 +0.1%
IAN
622
Integrated Advisors Network
Texas
$545K +$89.2K +943 +20%
IA
623
Insight Advisors
Pennsylvania
$538K +$284 +3 +0.1%
KPWS
624
Kestra Private Wealth Services
Texas
$538K +$32.4K +343 +6%
FWM
625
Forza Wealth Management
Florida
$536K – – –
23 24
25
26 27