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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
676
Avidian Wealth Enterprises
Texas
$271K +$251K +3,472 New
PFPT
677
Pinnacle Financial Partners (Tennessee)
Tennessee
$269K -$50.6K -700 -17%
RMDI
678
R.M. Davis Inc
Maine
$266K – – –
E
679
Ergoteles
New York
$264K -$254K -3,517 -51%
NSIM
680
North Star Investment Management
Illinois
$264K +$72 +1 +0%
P
681
Pitcairn
Pennsylvania
$263K +$506 +7 +0.2%
SW
682
SteelPeak Wealth
California
$262K +$243K +3,360 New
KWM
683
Kingsview Wealth Management
Oregon
$261K -$263K -3,639 -52%
SFM
684
Systematic Financial Management
New Jersey
$258K – – –
BCM
685
Bluefin Capital Management
New York
$257K +$238K +3,291 New
BCM
686
Bayesian Capital Management
New York
$256K -$240K -3,318 -50%
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$255K -$3.44M -47,540 -94%
AC
688
Avestar Capital
New York
$255K +$236K +3,264 New
PTP
689
Platform Technology Partners
New York
$254K +$361 +5 +0.2%
KPWS
690
Kestra Private Wealth Services
Texas
$252K +$235K +3,253 New
CAMG
691
CWA Asset Management Group
Florida
$249K -$41.5K -575 -15%
BB
692
Busey Bank
Illinois
$248K -$154K -2,128 -40%
GVAG
693
Great Valley Advisor Group
Delaware
$248K -$34.6K -479 -13%
BIM
694
Baldwin Investment Management
Pennsylvania
$248K +$230K +3,180 New
WTC
695
WhitTier Trust Company
Nevada
$246K -$138K -1,910 -38%
EH
696
Equitable Holdings
New York
$245K +$227K +3,140 New
MFG
697
Magnus Financial Group
New York
$243K +$225K +3,117 New
NJBEST
698
New Jersey Better Educational Savings Trust
New Jersey
$242K +$224K +3,100 New
RB
699
Rodgers Brothers
Pennsylvania
$241K -$10.8K -150 -5%
TPWA
700
TRUE Private Wealth Advisors
Oregon
$241K +$1.52K +21 +0.7%
26 27
28
29 30