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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
626
Schechter Investment Advisors
Michigan
$699K -$126K -1,107 -15%
IRC
627
Investors Research Corp
Georgia
$694K – – –
FB
628
Fulton Bank
Pennsylvania
$690K -$10.6K -93 -1%
CIM
629
Cambria Investment Management
California
$689K +$117K +1,026 +20%
CG
630
Caprock Group
Idaho
$686K -$437K -3,838 -38%
CG
631
Curat Global
New Hampshire
$686K +$700K +6,140 New
FFS
632
Founders Financial Securities
Maryland
$676K +$743K +6,524 New
SWP
633
Sagespring Wealth Partners
Tennessee
$674K +$131K +1,154 +24%
KWM
634
Kingsview Wealth Management
Oregon
$670K -$106K -933 -13%
IAG
635
Ipsen Advisor Group
Arkansas
$669K +$570 +5 +0.1%
FMWA
636
Forvis Mazars Wealth Advisors
Missouri
$665K +$28.4K +249 +4%
B
637
Bailard
California
$664K -$735K -6,451 -52%
PCIA
638
Prime Capital Investment Advisors
Kansas
$663K +$92.1K +808 +16%
MOS
639
MGO One Seven
Ohio
$659K +$61.3K +538 +10%
SG
640
StoneX Group
New York
$656K -$105K -923 -14%
AWE
641
Avidian Wealth Enterprises
Texas
$650K +$6.15K +54 +0.9%
EW
642
Element Wealth
Mississippi
$649K +$3.3K +29 +0.5%
EAM
643
Everstar Asset Management
North Carolina
$648K +$234K +2,050 +55%
SAM
644
Silvercrest Asset Management
New York
$644K +$28.5K +250 +5%
SAI
645
Savvy Advisors Inc
New York
$643K +$90.4K +793 +16%
PWAM
646
Pinnacle West Asset Management
Wyoming
$642K – – –
IA
647
IFP Advisors
Florida
$640K +$5.36K +47 +0.8%
JFGIW
648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$635K +$20.1K +176 +3%
VCM
649
Voleon Capital Management
California
$634K +$647K +5,680 New
CB
650
CNB Bank
Pennsylvania
$633K -$137K -1,205 -18%
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