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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
926
Herold Advisors
New York
$251K – – –
EAP
927
Elevation Advisory Partners
Florida
$250K -$11.1K -109 -5%
CAM
928
Clark Asset Management
New Hampshire
$250K -$3.97K -39 -2%
FMTCOCP
929
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$249K -$20.3K -200 -8%
QWP
930
Quotient Wealth Partners
Texas
$249K +$24.2K +238 +12%
MIP
931
Marietta Investment Partners
Wisconsin
$248K – – –
RFA
932
Register Financial Advisors
Georgia
$246K +$712 +7 +0.3%
FFA
933
Fragasso Financial Advisors
Pennsylvania
$245K +$231K +2,274 New
LS
934
Livforsakringsbolaget Skandia
Sweden
$245K -$71.2K -700 -24%
OC
935
Oarsman Capital
Wisconsin
$245K -$17.6K -173 -7%
FWM
936
Focused Wealth Management
New York
$244K +$230K +2,262 New
TNB
937
Thomasville National Bank
Georgia
$242K +$228K +2,241 New
SAG
938
SageView Advisory Group
California
$242K -$131K -1,291 -37%
SACTSONJ
939
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$240K -$14.6K -144 -6%
ANBT
940
American National Bank & Trust
Texas
$240K – – –
AG
941
AlTi Global
New York
$239K +$1.52K +15 +0.7%
SSWM
942
Sheets Smith Wealth Management
North Carolina
$239K – – –
VNA
943
Valley National Advisers
Pennsylvania
$238K +$610 +6 +0.3%
CFM
944
Catalyst Funds Management
Australia
$237K +$224K +2,200 New
CM
945
Cercano Management
Washington
$237K – – –
DAS
946
Dynamic Advisor Solutions
Arizona
$237K -$6K -59 -3%
RFP
947
Root Financial Partners
California
$236K +$123K +1,205 +123%
BP
948
Ballentine Partners
Massachusetts
$235K -$10.3K -101 -4%
BFIM
949
Beese Fulmer Investment Management
Ohio
$235K +$222K +2,181 New
MCA
950
Magnolia Capital Advisors
Mississippi
$235K -$813 -8 -0.4%
36 37
38
39 40