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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
901
Csenge Advisory Group
Florida
$247K -$183K -1,770 -43%
LIA
902
LBMC Investment Advisors
Tennessee
$247K – – –
IP
903
Ignite Planners
California
$246K +$5.59K +54 +2%
LSA
904
Leonteq Securities AG
Switzerland
$244K -$95K -917 -29%
MFG
905
Magnus Financial Group
New York
$244K +$5.7K +55 +2%
TNB
906
Thomasville National Bank
Georgia
$241K -$34.2K -330 -13%
DAS
907
Dynamic Advisor Solutions
Arizona
$240K -$32.7K -316 -12%
SFB
908
STAR Financial Bank
Indiana
$238K -$5.18K -50 -2%
SSWM
909
Sheets Smith Wealth Management
North Carolina
$238K – – –
BONH
910
Bank of New Hampshire
New Hampshire
$238K – – –
WMA
911
West Michigan Advisors
Michigan
$237K +$725 +7 +0.3%
CWS
912
Confluence Wealth Services
Pennsylvania
$236K -$30.4K -293 -12%
CM
913
Cercano Management
Washington
$236K – – –
GSIAS
914
Garden State Investment Advisory Services
New Jersey
$235K +$2.8K +27 +1%
HWMO
915
Heritage Wealth Management (Ohio)
Ohio
$234K – – –
PPWM
916
Paragon Private Wealth Management
Kentucky
$233K -$91.9K -887 -29%
VNA
917
Valley National Advisers
Pennsylvania
$233K +$121K +1,169 +117%
CFA
918
CWS Financial Advisors
Michigan
$231K -$32.9K -318 -13%
KWA
919
Kingswood Wealth Advisors
California
$231K -$68.6K -662 -24%
ACG
920
Allen Capital Group
Nebraska
$231K -$59.1K -570 -21%
PFM
921
Patton Fund Management
Texas
$230K +$222K +2,140 New
WF
922
Welch & Forbes
Massachusetts
$229K -$2.59K -25 -1%
LFG
923
Larson Financial Group
Missouri
$228K -$25.3K -244 -10%
3IP
924
3Chopt Investment Partners
Virginia
$226K +$414 +4 +0.2%
BWM
925
BankPlus Wealth Management
Mississippi
$226K -$13.1K -126 -6%
35 36
37
38 39