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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
BerganKDV Wealth Management
Minnesota
$379K -$7.38K -68 -2%
CF
752
Clarity Financial
Texas
$379K +$380K +3,500 New
HA
753
Herold Advisors
New York
$377K -$21.7K -200 -5%
NSIM
754
North Star Investment Management
Illinois
$377K – – –
WWM
755
Western Wealth Management
Colorado
$377K +$381K +3,508 New
TTWM
756
TCV Trust & Wealth Management
Virginia
$374K -$5.43K -50 -1%
WP
757
WMS Partners
Maryland
$370K -$108K -995 -23%
GWSG
758
GPS Wealth Strategies Group
Colorado
$370K +$7.06K +65 +2%
BWM
759
BlackDiamond Wealth Management
New York
$370K +$371K +3,416 New
HW
760
Hancock Whitney
Mississippi
$369K -$220K -2,027 -37%
APP
761
Alpha Paradigm Partners
Illinois
$368K – – –
RCA
762
Ranch Capital Advisors
Florida
$368K +$27.4K +252 +8%
TIAM2
763
Tru Independence Asset Management 2
Oregon
$367K +$2.39K +22 +0.7%
VCA
764
Verdence Capital Advisors
Maryland
$367K +$10.9K +100 +3%
CW
765
CreativeOne Wealth
Kansas
$367K +$119K +1,098 +48%
GLA
766
Good Life Advisors
Pennsylvania
$363K -$3.26K -30 -0.9%
PFS
767
Physicians Financial Services
North Carolina
$363K – – –
HI
768
Hudock Inc
Pennsylvania
$361K +$121K +1,116 +50%
PBO
769
Peoples Bank (Ohio)
Ohio
$360K -$2.71K -25 -0.7%
CWM
770
Cornerstone Wealth Management
Missouri
$357K -$19.9K -183 -5%
SFM
771
Systematic Financial Management
New Jersey
$357K – – –
MGP
772
Metis Global Partners
California
$357K +$359K +3,302 New
CA
773
Clearstead Advisors
Ohio
$356K +$18.2K +168 +5%
GVAG
774
Great Valley Advisor Group
Delaware
$353K +$15.6K +144 +5%
AA
775
Aire Advisors
California
$343K +$343K +3,162 New
29 30
31
32 33