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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
Montag & Associates
Georgia
$148K – – –
SC
1027
SouthState Corp
Florida
$148K +$74.1K +650 +96%
WPA
1028
Wealth Preservation Advisors
Tennessee
$148K +$151K +1,325 New
TC
1029
Truvestments Capital
Florida
$147K +$21K +184 +16%
ANBT
1030
American National Bank & Trust
Texas
$146K +$6.61K +58 +5%
OIAM
1031
OFI Invest Asset Management
France
$142K -$22.9K -201 -13%
CFO
1032
CVA Family Office
Colorado
$131K -$18.5K -162 -12%
MME
1033
Meag Munich Ergo
Germany
$128K -$1.45M -12,711 -92%
VCM
1034
Versant Capital Management
Arizona
$127K +$73.5K +645 +132%
LWA
1035
Lowe Wealth Advisors
Maryland
$123K – – –
CH
1036
Cromwell Holdings
Wyoming
$123K +$2.05K +18 +2%
PWMG
1037
Prestige Wealth Management Group
New Jersey
$121K – – –
SPF
1038
South Plains Financial
Texas
$119K +$4.22K +37 +4%
CCA
1039
Catalyst Capital Advisors
New York
$118K +$37.3K +327 +45%
CNBTD
1040
Citizens National Bank Trust Department
Mississippi
$117K +$28.5K +250 +31%
SFM
1041
Systematic Financial Management
New Jersey
$117K – – –
CHC
1042
City Holding Co
West Virginia
$114K – – –
MCM
1043
MV Capital Management
Maryland
$113K -$456 -4 -0.4%
MAFA
1044
MJT & Associates Financial Advisory
Minnesota
$112K +$115K +1,006 New
VNA
1045
Valley National Advisers
Pennsylvania
$112K +$684 +6 +0.6%
CT
1046
Coastline Trust
Rhode Island
$112K -$3.42K -30 -3%
GBT
1047
Grove Bank & Trust
Florida
$110K +$87.2K +765 +349%
GWP
1048
Gen-Wealth Partners
Michigan
$106K -$15.3K -134 -12%
HPC
1049
HM Payson & Co
Maine
$104K -$3.87K -34 -4%
EWM
1050
Evermay Wealth Management
Virginia
$101K – – –
40 41
42
43 44