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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
951
AlTi Global
New York
$215K -$16.7K -161 -7%
CM
952
Cercano Management
Washington
$215K – – –
XWL
953
XXI Wealth LLC
Illinois
$214K -$89.9K -868 -28%
AA
954
Armis Advisers
Georgia
$214K +$216K +2,090 New
VNA
955
Valley National Advisers
Pennsylvania
$214K +$3.42K +33 +2%
MCA
956
Magnolia Capital Advisors
Mississippi
$214K +$227K +2,187 New
DIP
957
Davis Investment Partners
North Carolina
$214K +$226K +2,186 New
HAG
958
HighPoint Advisor Group
Illinois
$213K -$1.3M -12,571 -85%
AAS
959
Annex Advisory Services
Wisconsin
$213K +$6.73K +65 +3%
WCP
960
Wick Capital Partners
Pennsylvania
$213K +$226K +2,180 New
FA
961
Fiduciary Alliance
South Carolina
$213K -$43.5K -420 -16%
TAR
962
Trask Adam Roland
$212K +$225K +2,174 New
PBO
963
Peoples Bank (Ohio)
Ohio
$211K – – –
PWC
964
Pathfinder Wealth Consulting
North Carolina
$210K -$8.39K -81 -4%
BAAM
965
Baker Avenue Asset Management
California
$210K +$223K +2,152 New
CC
966
Cultivar Capital
Texas
$210K – – –
CCC
967
Chesapeake Capital Corp
Florida
$208K -$774K -7,472 -78%
PWM
968
Palacios Wealth Management
Florida
$208K -$25.9K -250 -11%
FG
969
Fiduciary Group
Georgia
$207K -$23.6K -228 -10%
RIL
970
Rothschild Investment LLC
Illinois
$207K +$84.8K +819 +63%
BFG
971
Beacon Financial Group
Texas
$205K -$15.9K -154 -7%
AF
972
Atala Financial
California
$205K – – –
SWM
973
Stronghold Wealth Management
Florida
$203K -$7.66K -74 -3%
EW
974
Evoke Wealth
California
$203K +$216K +2,082 New
AEPWM
975
Atlantic Edge Private Wealth Management
Florida
$203K -$28.5K -275 -12%
37 38
39
40 41