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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
601
FRG Family Wealth Advisors
Washington
$808K -$95.4K -890 -11%
SF
602
Summit Financial
New Jersey
$798K +$12.4K +116 +2%
EFMC
603
Empire Financial Management Company
New York
$796K – – –
SW
604
SkyOak Wealth
Michigan
$795K -$8.58K -80 -1%
BIG
605
Brooklyn Investment Group
New York
$791K +$347K +3,239 +87%
PSB
606
Passumpsic Savings Bank
Vermont
$787K +$748K +6,976 New
VI
607
Vestcor Inc
New Brunswick, Canada
$787K – – –
HSA
608
HBK Sorce Advisory
Pennsylvania
$783K +$30.3K +283 +4%
PWM
609
Perigon Wealth Management
California
$781K +$20.2K +188 +3%
SWP
610
Sagespring Wealth Partners
Tennessee
$780K +$108K +1,009 +17%
SA
611
Strategic Advisors
New York
$769K -$375K -3,500 -34%
CAM
612
Carret Asset Management
New York
$769K – – –
RWPA
613
Richard W. Paul & Associates
Michigan
$769K +$60K +560 +9%
EGA
614
E&G Advisors
Texas
$751K -$21.4K -200 -3%
PFPG
615
Pinnacle Financial Partners (Georgia)
Georgia
$750K +$712K +6,639 New
MNBTD
616
Moody National Bank Trust Division
Texas
$746K -$111K -1,032 -14%
WS
617
Wedbush Securities
California
$743K -$27.3K -255 -4%
NA
618
Nordwand Advisors
Pennsylvania
$739K – – –
SLI
619
Sumitomo Life Insurance
Japan
$736K +$1.82K +17 +0.3%
IRP
620
Investment Research Partners
Pennsylvania
$734K +$12.3K +115 +2%
TE
621
Tema ETFs
New York
$731K -$1.72K -16 -0.2%
WP
622
Woodline Partners
California
$727K -$33.3M -310,641 -98%
IAG
623
Ipsen Advisor Group
Arkansas
$727K +$1.39K +13 +0.2%
HR
624
Hardy Reed
Mississippi
$726K +$23.2K +216 +3%
YP
625
YANKCOM Partnership
South Dakota
$724K -$28.2K -263 -4%
23 24
25
26 27