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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
601
Summit Financial
New Jersey
$798K +$12.4K +116 +2%
EFMC
602
Empire Financial Management Company
New York
$796K – – –
SW
603
SkyOak Wealth
Michigan
$795K -$8.58K -80 -1%
BIG
604
Brooklyn Investment Group
New York
$791K +$347K +3,239 +87%
PSB
605
Passumpsic Savings Bank
Vermont
$787K +$748K +6,976 New
VI
606
Vestcor Inc
New Brunswick, Canada
$787K – – –
HSA
607
HBK Sorce Advisory
Pennsylvania
$783K +$30.3K +283 +4%
PWM
608
Perigon Wealth Management
California
$781K +$20.2K +188 +3%
SWP
609
Sagespring Wealth Partners
Tennessee
$780K +$108K +1,009 +17%
SA
610
Strategic Advisors
New York
$769K -$375K -3,500 -34%
CAM
611
Carret Asset Management
New York
$769K – – –
RWPA
612
Richard W. Paul & Associates
Michigan
$769K +$60K +560 +9%
EGA
613
E&G Advisors
Texas
$751K -$21.4K -200 -3%
PFPG
614
Pinnacle Financial Partners (Georgia)
Georgia
$750K +$712K +6,639 New
MNBTD
615
Moody National Bank Trust Division
Texas
$746K -$111K -1,032 -14%
WS
616
Wedbush Securities
California
$743K -$27.3K -255 -4%
NA
617
Nordwand Advisors
Pennsylvania
$739K – – –
SLI
618
Sumitomo Life Insurance
Japan
$736K +$1.82K +17 +0.3%
IRP
619
Investment Research Partners
Pennsylvania
$734K +$12.3K +115 +2%
TE
620
Tema ETFs
New York
$731K -$1.72K -16 -0.2%
WP
621
Woodline Partners
California
$727K -$33.3M -310,641 -98%
IAG
622
Ipsen Advisor Group
Arkansas
$727K +$1.39K +13 +0.2%
HR
623
Hardy Reed
Mississippi
$726K +$23.2K +216 +3%
YP
624
YANKCOM Partnership
South Dakota
$724K -$28.2K -263 -4%
SFS
625
Sowell Financial Services
Arkansas
$724K +$42K +392 +7%
23 24
25
26 27