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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Manske Wealth Management
Texas
$536K – – –
SB
677
Strategic Blueprint
Georgia
$536K +$38.5K +379 +8%
APIM
678
Agate Pass Investment Management
Washington
$534K – – –
BHC
679
Bull Harbor Capital
Maryland
$531K +$500K +4,919 New
FMWA
680
Forvis Mazars Wealth Advisors
Missouri
$528K -$77.8K -765 -14%
SCS
681
Sound Capital Solutions
Florida
$528K +$497K +4,888 New
HCP
682
Hexagon Capital Partners
Arkansas
$527K +$61.4K +604 +14%
LC
683
LCNB Corp
Ohio
$522K – – –
PCM
684
Polymer Capital Management
New York
$522K -$154K -1,516 -24%
AO
685
Advisor OS
Illinois
$520K +$85.1K +837 +21%
DWP
686
Daymark Wealth Partners
Ohio
$519K +$132K +1,301 +37%
GFA
687
Gallagher Fiduciary Advisors
Illinois
$515K -$10.3K -101 -2%
MGIA
688
Moneta Group Investment Advisors
Missouri
$515K -$74.1K -729 -13%
WFI
689
West Family Investments
California
$514K +$484K +4,760 New
MWM
690
Mindset Wealth Management
Indiana
$513K +$7.32K +72 +2%
AF
691
Affiance Financial
Minnesota
$511K +$813 +8 +0.2%
PA
692
Parallel Advisors
California
$511K +$14K +138 +3%
AWM
693
Avior Wealth Management
Nebraska
$511K -$34.8K -342 -7%
CI
694
CX Institutional
Indiana
$509K +$62.1K +611 +15%
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$507K -$12.9K -127 -3%
GFG
696
Goldstone Financial Group
Illinois
$504K -$46.7K -459 -9%
CA
697
CSM Advisors
Pennsylvania
$503K -$57.5K -565 -11%
ACP
698
Aviance Capital Partners
Florida
$500K -$21.2K -208 -4%
TRCT
699
Tower Research Capital (TRC)
New York
$493K +$162K +1,597 +54%
ECA
700
Elevated Capital Advisors
Utah
$492K -$545K -5,355 -54%
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