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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1201
Grove Bank & Trust
Florida
$16K -$36.4K -308 -70%
WFA
1202
West Financial Advisors
Iowa
$15.9K – – –
MAM
1203
Morse Asset Management
Connecticut
$15.6K +$15.3K +129 New
CWC
1204
Carolinas Wealth Consulting
North Carolina
$15.4K +$5.2K +44 +52%
CAM
1205
Clarity Asset Management
Iowa
$14.5K +$236 +2 +2%
CPA
1206
Capital Performance Advisors
California
$14.3K +$13.9K +118 New
MAM
1207
Meeder Asset Management
Ohio
$14.3K -$946 -8 -6%
AW
1208
Avion Wealth
Texas
$14K +$473 +4 +3%
FWA
1209
FSC Wealth Advisors
New York
$13.7K – – –
T
1210
Tidemark
California
$13.1K – – –
PP
1211
PrairieView Partners
Minnesota
$13K – – –
UCI
1212
Uncommon Cents Investing
Wisconsin
$12.7K +$12.4K +105 New
AA
1213
Addison Advisors
Vermont
$12.4K +$8.51K +72 +240%
VAMG
1214
Voisard Asset Management Group
Michigan
$12.1K -$10.2K -86 -46%
ZRP
1215
Zynergy Retirement Planning
New Jersey
$12.1K -$7.45K -63 -39%
GJIA
1216
Glass Jacobson Investment Advisors
Maryland
$12.1K – – –
IRAG
1217
Investment Research & Advisory Group
Georgia
$12.1K – – –
OPTFSNA
1218
Old Point Trust & Financial Services N A
Virginia
$12.1K – – –
FAM
1219
Flaharty Asset Management
Florida
$12.1K +$11.8K +100 New
DF
1220
Dunhill Financial
United Kingdom
$12.1K -$2.72K -23 -19%
CJL
1221
Cyrus J. Lawrence
New York
$12K – – –
SSG
1222
Summit Securities Group
New York
$12K – – –
BWP
1223
Baldwin Wealth Partners
Massachusetts
$12K +$11.7K +99 New
VWA
1224
Valued Wealth Advisors
Utah
$11.6K -$1.42K -12 -11%
GSEP
1225
Golden State Equity Partners
California
$11.6K -$198K -1,672 -95%
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