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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
ASFA
676
All Season Financial Advisors
Colorado
$553K +$532K +4,677 New
AP
677
Appleton Partners
Massachusetts
$551K – – –
JE
678
JMAC Enterprises
Pennsylvania
$551K +$569 +5 +0.1%
MCM
679
MAI Capital Management
Ohio
$550K +$78.8K +693 +18%
P
680
&Partners
Tennessee
$549K – – –
FMWA
681
Forvis Mazars Wealth Advisors
Missouri
$549K +$72.2K +635 +16%
BCM
682
BTR Capital Management
California
$536K – – –
NFG
683
Nations Financial Group
Iowa
$532K +$98.8K +869 +24%
SW
684
SteelPeak Wealth
California
$532K +$222K +1,952 +77%
AF
685
Allworth Financial
California
$524K +$302K +2,656 +149%
FNBT
686
FineMark National Bank & Trust
Florida
$520K -$123K -1,083 -20%
TMAM
687
Tokio Marine Asset Management
Japan
$520K +$22.3K +196 +5%
EWA
688
EP Wealth Advisors
California
$518K -$18.6K -164 -4%
RA
689
RFG Advisory
Alabama
$517K -$26.5K -233 -5%
BIAS
690
Beacon Investment Advisory Services
New Jersey
$517K +$30.7K +270 +7%
FWP
691
FAS Wealth Partners
Kansas
$516K -$11K -97 -2%
FFMBT
692
First Farmers & Merchants Bank Trust
Tennessee
$515K – – –
CCA
693
Checchi Capital Advisers
California
$510K +$35.9K +316 +8%
PFPT
694
Pinnacle Financial Partners (Tennessee)
Tennessee
$509K – – –
SYBT
695
Stock Yards Bank & Trust
Kentucky
$505K +$13K +114 +3%
BCP
696
Berkeley Capital Partners
Georgia
$503K +$65K +572 +16%
FAIM
697
Financial Advocates Investment Management
Washington
$499K +$29.2K +257 +6%
BMCM
698
Burns Matteson Capital Management
New York
$498K -$218K -1,916 -31%
CI
699
Conning Inc
Connecticut
$498K +$37.8K +332 +9%
CA
700
Clearstead Advisors
Ohio
$497K +$104K +916 +28%
26 27
28
29 30