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Prudential

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$756K +$110K +4,821 +21%
HSA
52
HBK Sorce Advisory
Pennsylvania
$725K +$603K +26,380 New
LWAM
53
Legacy Wealth Asset Management
Minnesota
$696K +$130K +5,688 +29%
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$678K +$564K +24,685 New
BCI
55
Brinker Capital Investments
Pennsylvania
$631K -$6.58K -288 -1%
YCM
56
Yousif Capital Management
Michigan
$631K
HCMT
57
Highland Capital Management (Tennessee)
Tennessee
$600K -$2.29K -100 -0.5%
MML Investors Services
58
MML Investors Services
Massachusetts
$580K +$154K +6,750 +47%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$570K -$343K -14,996 -42%
Mariner
60
Mariner
Kansas
$569K -$1.49K -65 -0.3%
Ameriprise
61
Ameriprise
Minnesota
$542K -$69K -3,017 -13%
WA
62
Wealth Alliance
New York
$531K +$441K +19,318 New
PAS
63
Park Avenue Securities
New York
$530K +$441K +19,281 New
State Street
64
State Street
Massachusetts
$505K
NW
65
Naviter Wealth
Arkansas
$479K +$32.4K +1,419 +11%
CS
66
Credit Suisse
Switzerland
$468K -$268K -11,720 -41%
KAS
67
Kestra Advisory Services
Texas
$421K +$350K +15,334 New
SW
68
SVB Wealth
Massachusetts
$417K +$84.6K +3,702 +32%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$409K -$10.4K -456 -3%
Cerity Partners
70
Cerity Partners
New York
$391K -$113K -4,947 -26%
Millennium Management
71
Millennium Management
New York
$386K -$127K -5,543 -28%
EI
72
Ellevest Inc
New York
$372K +$120K +5,267 +64%
TPCW
73
TD Private Client Wealth
New York
$368K +$27.1K +1,187 +10%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$364K +$303K +13,259 New
Citigroup
75
Citigroup
New York
$343K -$133K -5,808 -32%