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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
826
Premier Path Wealth Partners
New Jersey
$369K +$20.7K +193 +6%
NFG
827
Nations Financial Group
Iowa
$366K +$12K +112 +4%
BRWA
828
B. Riley Wealth Advisors
Florida
$362K +$1.82K +17 +0.5%
CIAS
829
Capital Investment Advisory Services
North Carolina
$362K -$4.61K -43 -1%
AIP
830
Ameritas Investment Partners
Nebraska
$362K -$7.93K -74 -2%
VWA
831
Visionary Wealth Advisors
Illinois
$361K -$93.5K -872 -21%
CF
832
Clarity Financial
Texas
$361K – – –
SW
833
Simplicity Wealth
New Jersey
$359K +$341K +3,180 New
FPL
834
Fortress Private Ledger
North Carolina
$358K -$27.9K -260 -8%
AFG
835
Allegheny Financial Group
Pennsylvania
$356K -$4.29K -40 -1%
EI
836
EFG International
$354K +$336K +3,138 New
PMAM
837
Picton Mahoney Asset Management
Ontario, Canada
$351K +$333K +3,110 New
WT
838
Whittier Trust
California
$351K +$74K +690 +30%
DWP
839
Daymark Wealth Partners
Ohio
$351K +$11.9K +111 +4%
MAM
840
Mystic Asset Management
Rhode Island
$349K +$1.07K +10 +0.3%
GM
841
GeoWealth Management
Illinois
$346K -$74.5K -695 -18%
XWL
842
XXI Wealth LLC
Illinois
$346K +$328K +3,062 New
WC
843
Westhampton Capital
North Carolina
$346K – – –
SDWIA
844
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K – – –
SWM
845
Silverlake Wealth Management
Vermont
$345K +$107 +1 +0%
JIP
846
Jaffetilchin Investment Partners
Florida
$345K +$2.9K +27 +0.9%
EWA
847
EverSource Wealth Advisors
Alabama
$342K +$74.8K +698 +30%
LSA
848
Leonteq Securities AG
Switzerland
$341K -$389K -3,626 -55%
BIM
849
Bridges Investment Management
Nebraska
$340K -$10.7K -100 -3%
SRC
850
Shufro Rose & Co
New York
$339K -$60.4K -563 -16%
32 33
34
35 36