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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1051
Gables Capital Management
Florida
$154K – – –
LB
1052
Legacy Bridge
Iowa
$151K – – –
OC
1053
Oakworth Capital
Alabama
$150K – – –
MA
1054
Montag & Associates
Georgia
$143K – – –
AA
1055
Ancora Advisors
Ohio
$139K -$30.6K -301 -19%
C
1056
Covestor
United Kingdom
$139K +$65.5K +644 +100%
GCM
1057
Gunpowder Capital Management
Maryland
$137K – – –
PWMA
1058
Pension & Wealth Management Advisors
Massachusetts
$135K – – –
GP
1059
Guardian Partners
Canada
$135K +$127K +1,250 New
WETS
1060
Wealth Enhancement Trust Services
South Dakota
$134K +$9.56K +94 +8%
TCOT
1061
Trust Company of Toledo
Ohio
$133K – – –
SPF
1062
South Plains Financial
Texas
$131K – – –
YDMI
1063
Y.D. More Investments
Israel
$131K +$3.66K +36 +3%
BW
1064
Bravera Wealth
North Dakota
$130K – – –
CSPIA
1065
Cary Street Partners Investment Advisory
Virginia
$129K +$28.9K +284 +31%
CFO
1066
CVA Family Office
Colorado
$128K – – –
MR
1067
Munich Reinsurance
$125K +$118K +1,156 New
CPG
1068
Cornerstone Planning Group
New Jersey
$124K -$813 -8 -0.8%
HIM
1069
Hillsdale Investment Management
Ontario, Canada
$124K +$20.3K +200 +21%
NAC
1070
NI Acquisitions Company
Pennsylvania
$124K +$117K +1,146 New
SWM
1071
Spire Wealth Management
Virginia
$121K +$610 +6 +0.5%
SGK
1072
Steigerwald Gordon & Koch
Virginia
$121K – – –
AUB
1073
Atlantic Union Bankshares
Virginia
$118K -$407 -4 -0.4%
CH
1074
Cromwell Holdings
Wyoming
$118K -$6K -59 -5%
PWMG
1075
Prestige Wealth Management Group
New Jersey
$117K -$6.61K -65 -6%
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