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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1026
Bravera Wealth
North Dakota
$117K – – –
CFO
1027
CVA Family Office
Colorado
$116K +$14.1K +136 +13%
YDMI
1028
Y.D. More Investments
Israel
$115K -$14.5K -140 -11%
PWMG
1029
Prestige Wealth Management Group
New Jersey
$112K -$13K -126 -10%
CH
1030
Cromwell Holdings
Wyoming
$112K +$829 +8 +0.7%
WETS
1031
Wealth Enhancement Trust Services
South Dakota
$112K -$414 -4 -0.3%
SGK
1032
Steigerwald Gordon & Koch
Virginia
$109K – – –
SWM
1033
Spire Wealth Management
Virginia
$109K -$8.8K -85 -7%
AUB
1034
Atlantic Union Bankshares
Virginia
$107K +$9.84K +95 +9%
CPG
1035
Cornerstone Planning Group
New Jersey
$106K -$1.04K -10 -0.9%
CF
1036
Centaurus Financial
California
$104K +$110K +1,066 New
TC
1037
Truvestments Capital
Florida
$104K +$21.1K +204 +24%
TWIM
1038
TIAA Wealth Investment Management
New York
$101K +$107K +1,030 New
TCM
1039
Triumph Capital Management
Colorado
$98.9K +$12.7K +123 +14%
GWP
1040
Gen-Wealth Partners
Michigan
$98.7K -$14.3K -138 -12%
MAFA
1041
MJT & Associates Financial Advisory
Minnesota
$98.3K – – –
CT
1042
Coastline Trust
Rhode Island
$97.7K – – –
CHC
1043
City Holding Co
West Virginia
$97.7K – – –
VR
1044
Vision Retirement
New Jersey
$97.3K +$104 +1 +0.1%
RFP
1045
Root Financial Partners
California
$95.5K -$31.5K -304 -24%
OL
1046
OneFund LLC
Florida
$94.2K -$7.87K -76 -7%
GEA
1047
Glen Eagle Advisors
New Jersey
$93.4K -$13.4K -129 -12%
HIM
1048
Hillsdale Investment Management
Ontario, Canada
$92.8K +$15.5K +150 +19%
ZBNA
1049
Zions Bancorporation, National Association
Utah
$91.3K +$21K +203 +28%
CSPIA
1050
Cary Street Partners Investment Advisory
Virginia
$89.1K +$41.5K +401 +78%
40 41
42
43 44