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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
876
Annex Advisory Services
Wisconsin
$320K +$30.1K +244 +10%
SCM
877
Stevens Capital Management
Pennsylvania
$319K +$332K +2,693 New
CCG
878
Catalina Capital Group
California
$319K +$864 +7 +0.3%
IP
879
Investment Partners
Ohio
$318K -$3.7K -30 -1%
CH
880
CVS Health
Rhode Island
$318K – – –
AG
881
AlTi Global
New York
$317K -$9.75K -79 -3%
DWP
882
Daymark Wealth Partners
Ohio
$317K +$7.16K +58 +2%
GA
883
Geller Advisors
New York
$316K -$2.96K -24 -0.9%
OAM
884
Ostrum Asset Management
France
$316K -$13.7K -111 -4%
ISL
885
Ingalls & Snyder LLC
New York
$316K +$9.38K +76 +3%
MFG
886
MidWestOne Financial Group
Iowa
$315K – – –
HWA
887
HMV Wealth Advisors
Louisiana
$315K +$328K +2,655 New
EHC
888
Everett Harris & Co
California
$314K +$327K +2,645 New
AEPWM
889
Atlantic Edge Private Wealth Management
Florida
$313K -$9.26K -75 -3%
NAM
890
NorthCrest Asset Manangement
Minnesota
$313K -$5.18K -42 -2%
VCA
891
Verdence Capital Advisors
Maryland
$312K +$9.88K +80 +3%
NERM
892
New England Research & Management
Illinois
$311K -$68.5K -555 -17%
PBO
893
Peoples Bank (Ohio)
Ohio
$311K -$122K -987 -27%
KA
894
Klingman & Associates
New York
$311K – – –
PFBT
895
Parkside Financial Bank & Trust
Missouri
$310K -$11K -89 -3%
AG
896
Ascent Group
Virginia
$310K +$118K +957 +58%
SFB
897
STAR Financial Bank
Indiana
$309K -$40.4K -327 -11%
PL
898
Perpetual Ltd
Australia
$308K -$424K -3,431 -57%
BMM
899
Buffington Mohr McNeal
Idaho
$308K +$321K +2,600 New
DAS
900
Dynamic Advisor Solutions
Arizona
$306K +$6.05K +49 +2%
34 35
36
37 38