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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
701
Mill Creek Capital Advisors
Pennsylvania
$360K – – –
GLA
702
Good Life Advisors
Pennsylvania
$359K +$79.4K +832 +24%
BWM
703
BlackDiamond Wealth Management
New York
$359K +$24.7K +259 +6%
TAM
704
Trust Asset Management
Texas
$357K +$8.3K +87 +2%
SN
705
Sittner & Nelson
Oregon
$357K +$382 +4 +0.1%
CW
706
CreativeOne Wealth
Kansas
$354K +$13.6K +142 +3%
HCP
707
Hexagon Capital Partners
Arkansas
$352K -$46.2K -484 -10%
RDWM
708
Red Door Wealth Management
Tennessee
$351K +$6.59K +69 +2%
IFG
709
Independent Financial Group
California
$351K +$47.1K +494 +13%
BEI
710
Benjamin Edwards Inc
Missouri
$351K +$76.7K +804 +23%
HI
711
Harbour Investments
Wisconsin
$350K +$32K +335 +9%
PPWM
712
Paragon Private Wealth Management
Kentucky
$350K -$50.4K -528 -11%
DA
713
Doliver Advisors
Texas
$349K +$119K +1,252 +42%
CIG
714
Cascade Investment Group
Colorado
$349K +$127K +1,330 +46%
HFM
715
Hartford Funds Management
Pennsylvania
$348K +$71.6K +750 +22%
WAM
716
Wakefield Asset Management
Colorado
$348K +$401K +4,203 New
SFA
717
Sequoia Financial Advisors
Ohio
$346K +$78.6K +824 +25%
MYAM
718
Meiji Yasuda Asset Management
Japan
$345K -$2.48M -25,951 -86%
P
719
&Partners
Tennessee
$343K – – –
DEA
720
DoubleLine ETF Adviser
Florida
$343K -$101K -1,058 -20%
STC
721
Sarah T. Connolly
$342K – – –
CWA
722
Centennial Wealth Advisory
Michigan
$342K -$96.5K -1,011 -20%
RWPA
723
Richard W. Paul & Associates
Michigan
$341K +$390K +4,082 +9,071%
OLA
724
Oliver Luxxe Assets
New Jersey
$336K – – –
FCBT
725
First Citizens Bank & Trust
North Carolina
$336K -$63.3K -663 -14%
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29
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