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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
BTR Capital Management
California
$465K – – –
WS
652
Wedbush Securities
California
$464K -$82.6K -809 -15%
CNBTD
653
Citizens National Bank Trust Department
Mississippi
$461K – – –
WP
654
WMS Partners
Maryland
$452K -$105K -1,030 -19%
BP
655
Ballentine Partners
Massachusetts
$451K +$10.2K +100 +2%
FWP
656
FAS Wealth Partners
Kansas
$448K +$5K +49 +1%
RDWM
657
Red Door Wealth Management
Tennessee
$436K -$105K -1,031 -19%
SB
658
Sunflower Bank
Texas
$434K +$5.11K +50 +1%
LWA
659
Lowe Wealth Advisors
Maryland
$434K +$198K +1,935 +84%
WC
660
Westhampton Capital
North Carolina
$429K – – –
ARC
661
Advisor Resource Council
Texas
$429K +$428K +4,186 New
GCM
662
Gibraltar Capital Management
Oklahoma
$426K -$55.6K -544 -11%
SDWIA
663
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$422K -$41.2K -403 -9%
OLA
664
Oliver Luxxe Assets
New Jersey
$422K – – –
BCP
665
Berkeley Capital Partners
Georgia
$422K +$306 +3 +0.1%
ATC
666
Argent Trust Co
Tennessee
$421K +$46.6K +456 +12%
TPCW
667
TD Private Client Wealth
New York
$421K +$6.64K +65 +2%
CCM
668
Coldstream Capital Management
Washington
$420K +$10.6K +104 +3%
IWC
669
Integrated Wealth Concepts
Massachusetts
$418K -$241K -2,361 -37%
FMWA
670
Forvis Mazars Wealth Advisors
Missouri
$413K -$29.9K -293 -7%
RIA
671
Regal Investment Advisors
Michigan
$413K +$411K +4,026 New
BCM
672
BTC Capital Management
Iowa
$412K – – –
ECG
673
Edge Capital Group
Georgia
$411K -$15.5K -152 -4%
SWM
674
Spire Wealth Management
Virginia
$410K -$340K -3,333 -45%
HTC
675
Haverford Trust Company
Pennsylvania
$409K +$408K +3,991 New
25 26
27
28 29