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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
601
Carret Asset Management
New York
$706K – – –
FCP
602
Fidelis Capital Partners
Florida
$702K +$496K +4,708 +229%
MSE
603
MUFG Securities EMEA
United Kingdom
$699K +$600K +5,695 +546%
PWM
604
Perigon Wealth Management
California
$698K +$31.6K +300 +5%
YP
605
YANKCOM Partnership
South Dakota
$693K -$40.1K -381 -5%
LSA
606
Leonteq Securities AG
Switzerland
$689K +$460K +4,372 +192%
NA
607
Nordwand Advisors
Pennsylvania
$680K – – –
SLI
608
Sumitomo Life Insurance
Japan
$675K -$20.6K -196 -3%
TE
609
Tema ETFs
New York
$673K +$683K +6,491 New
IAG
610
Ipsen Advisor Group
Arkansas
$667K +$8.53K +81 +1%
MFIM
611
Mesirow Financial Investment Management
Illinois
$661K -$6K -57 -0.9%
ONB
612
Old National Bancorp
Indiana
$660K -$26.9K -255 -4%
HP
613
Hikari Power
Japan
$659K – – –
HCM
614
Howard Capital Management
Georgia
$653K +$59K +560 +10%
RWPA
615
Richard W. Paul & Associates
Michigan
$648K +$43.4K +412 +7%
MLM
616
Mount Lucas Management
Pennsylvania
$647K -$11.5K -109 -2%
IRP
617
Investment Research Partners
Pennsylvania
$646K +$673K +6,388 New
AWE
618
Avidian Wealth Enterprises
Texas
$646K +$15.1K +143 +2%
HR
619
Hardy Reed
Mississippi
$645K -$4.32K -41 -0.7%
IRC
620
Investors Research Corp
Georgia
$645K – – –
ATC
621
Argent Trust Co
Tennessee
$644K -$2.45M -23,271 -79%
KWM
622
Kingsview Wealth Management
Oregon
$643K +$25.5K +242 +4%
QCG
623
Quadrant Capital Group
Ohio
$642K -$64.5K -613 -9%
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$636K +$4.63K +44 +0.7%
WWM
625
Western Wealth Management
Colorado
$634K +$632 +6 +0.1%
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