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Prudential Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
651
FAS Wealth Partners
Kansas
$465K +$4.84K +47 +1%
WP
652
WMS Partners
Maryland
$464K +$412 +4 +0.1%
KWM
653
Kingsview Wealth Management
Oregon
$463K -$665K -6,451 -59%
LWA
654
Lowe Wealth Advisors
Maryland
$461K +$15.5K +150 +4%
IFG
655
Independent Financial Group
California
$459K -$70.8K -687 -14%
PFPT
656
Pinnacle Financial Partners (Tennessee)
Tennessee
$458K +$57.7K +560 +15%
RIA
657
Regal Investment Advisors
Michigan
$456K +$31.4K +305 +8%
CANY
658
Caxton Associates (New York)
New York
$442K +$433K +4,201 New
EWA
659
EP Wealth Advisors
California
$441K +$54.1K +525 +14%
IWM
660
IHT Wealth Management
Illinois
$439K -$360K -3,493 -46%
GCM
661
Gibraltar Capital Management
Oklahoma
$439K -$21.6K -210 -5%
Brown Advisory
662
Brown Advisory
Maryland
$434K -$131K -1,268 -24%
OLA
663
Oliver Luxxe Assets
New Jersey
$433K
OWA
664
Octavia Wealth Advisors
Ohio
$433K +$423K +4,108 New
SFI
665
Siemens Fonds Invest
Germany
$433K +$425K +4,120 New
RDWM
666
Red Door Wealth Management
Tennessee
$430K -$17.4K -169 -4%
EFS
667
Essex Financial Services
Connecticut
$428K +$188K +1,823 +81%
SB
668
Sunflower Bank
Texas
$427K -$18.1K -176 -4%
ATC
669
Argent Trust Co
Tennessee
$425K -$7.52K -73 -2%
BCP
670
Berkeley Capital Partners
Georgia
$423K -$9.79K -95 -2%
FMWA
671
Forvis Mazars Wealth Advisors
Missouri
$422K -$2.68K -26 -0.6%
ECG
672
Edge Capital Group
Georgia
$422K
HTC
673
Haverford Trust Company
Pennsylvania
$420K
I
674
INVST
Indiana
$415K -$5.05K -49 -1%
JG
675
Jefferies Group
New York
$414K +$405K +3,934 New