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Prudential

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
126
Caitong International Asset Management
Hong Kong
$405K +$11.4K +391 +3%
GCM
127
Gallacher Capital Management
Colorado
$389K -$159K -5,444 -27%
CIA
128
Concurrent Investment Advisors
Florida
$385K +$33.8K +1,156 +9%
DE
129
DV Equities
Illinois
$383K +$417K +14,285 New
ET
130
Entropy Technologies
New York
$375K +$126K +4,321 +45%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$350K +$61.4K +2,104 +19%
SAM
132
Smartleaf Asset Management
Massachusetts
$349K
SFA
133
Sequoia Financial Advisors
Ohio
$347K -$190K -6,506 -33%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$345K +$10.2K +348 +3%
SA
135
Sanctuary Advisors
Indiana
$338K +$368K +12,616 New
MCM
136
MAI Capital Management
Ohio
$338K +$136K +4,644 +58%
X
137
Xponance
Pennsylvania
$332K +$106K +3,644 +42%
KeyBank National Association
138
KeyBank National Association
Ohio
$298K +$28.6K +979 +10%
IC
139
IEQ Capital
California
$292K -$649K -22,227 -67%
M&T Bank
140
M&T Bank
New York
$290K +$27.9K +957 +10%
MFS
141
Mattson Financial Services
Michigan
$290K +$11.9K +409 +4%
VWM
142
Venturi Wealth Management
Texas
$289K -$61.6K -2,111 -16%
STA
143
Summit Trail Advisors
New York
$281K -$64.9K -2,223 -17%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$276K -$5.87K -201 -2%
NWAG
145
Net Worth Advisory Group
Utah
$258K +$10.3K +353 +4%
KCM
146
Kathmere Capital Management
Pennsylvania
$254K -$17.1K -585 -6%
GI
147
GAMMA Investing
California
$249K -$12.4K -423 -4%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$249K +$272K +9,302 New
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$247K +$14.4K +492 +6%
TRCT
150
Tower Research Capital (TRC)
New York
$246K +$182K +6,221 +211%