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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1001
TD Private Client Wealth
New York
$228K +$1.48K +12 +0.6%
PTP
1002
Platform Technology Partners
New York
$227K -$3.46K -28 -1%
JE
1003
JMAC Enterprises
Pennsylvania
$227K +$741 +6 +0.3%
LC
1004
Lindbrook Capital
California
$226K -$8.89K -72 -4%
VAF
1005
Values Added Financial
District of Columbia
$226K +$235K +1,906 New
BIC
1006
Beach Investment Counsel
Pennsylvania
$225K -$37K -300 -14%
EHWM
1007
Eads & Heald Wealth Management
Georgia
$225K -$494 -4 -0.2%
RPWA
1008
Regent Peak Wealth Advisors
Georgia
$224K +$247 +2 +0.1%
RIA
1009
Realta Investment Advisors
Delaware
$224K +$232K +1,876 New
AA
1010
Armis Advisers
Georgia
$223K +$232K +1,878 New
OFS
1011
OneAscent Financial Services
Alabama
$222K +$231K +1,870 New
GSEP
1012
Golden State Equity Partners
California
$221K +$219K +1,772 +1,846%
BI
1013
Bolthouse Investments
California
$221K +$230K +1,867 New
PWMAG
1014
Pinnacle Wealth Management Advisory Group
New Jersey
$221K +$8.03K +65 +4%
NW
1015
NewEdge Wealth
Pennsylvania
$220K +$8.39K +68 +4%
WF
1016
Welch & Forbes
Massachusetts
$220K +$229K +1,858 New
HA
1017
Hofer & Associates
California
$219K +$2.72K +22 +1%
SMA
1018
Sage Mountain Advisors
Georgia
$219K -$3.33K -27 -1%
SCM
1019
Silvant Capital Management
Georgia
$218K – – –
BFC
1020
Bedel Financial Consulting
Indiana
$217K +$247 +2 +0.1%
OC
1021
Oakworth Capital
Alabama
$217K – – –
EWS
1022
Eagle Wealth Strategies
New Jersey
$214K +$1.24K +10 +0.6%
EWA
1023
EverSource Wealth Advisors
Alabama
$214K +$2.1K +17 +1%
CPIA
1024
Cornell Pochily Investment Advisors
New York
$213K -$24.4K -198 -10%
AG
1025
AmeriFlex Group
Nevada
$212K +$217K +1,754 New
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