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Prudential

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$213K +$196K +6,842 New
X
152
Xponance
Pennsylvania
$212K +$195K +6,804 New
MWM
153
Meridian Wealth Management
Kentucky
$207K +$191K +6,664 New
DWT
154
Dorsey & Whitney Trust
South Dakota
$207K +$191K +6,660 New
EWA
155
EverSource Wealth Advisors
Alabama
$199K +$10.3K +359 +6%
Osaic Holdings
156
Osaic Holdings
Arizona
$189K -$16.3K -568 -9%
GRP
157
Global Retirement Partners
California
$178K -$58K -2,025 -26%
UBS AM
158
UBS AM
Illinois
$176K +$163K +5,670 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$175K +$103K +3,604 +179%
A
160
Allianz
Germany
$159K
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$151K +$2.21K +77 +2%
KAS
162
Kestra Advisory Services
Texas
$141K +$129K +4,517 New
BTI
163
Blue Trust Inc
Georgia
$127K +$4.1K +143 +4%
FFA
164
Farther Finance Advisors
California
$116K +$71.9K +2,509 +205%
CIAM
165
Caitong International Asset Management
Hong Kong
$112K +$101K +3,514 +3,699%
PAM
166
Paradigm Asset Management
New York
$103K
BGAI
167
Bruce G. Allen Investments
Colorado
$85.7K -$2.15K -75 -3%
CB
168
Community Bank
New York
$77.1K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$74K -$716 -25 -1%
MCM
170
MAI Capital Management
Ohio
$59.9K -$1.55K -54 -3%
BWA
171
Basecamp Wealth Advisors
Washington
$57.4K +$52.9K +1,845 New
LFG
172
Larson Financial Group
Missouri
$55.3K +$3.47K +121 +7%
AssetMark Inc
173
AssetMark Inc
California
$54.4K +$3.27K +114 +7%
AF
174
Allworth Financial
California
$46.8K +$13.8K +480 +47%
Bessemer Group
175
Bessemer Group
New Jersey
$42K +$10.1K +354 +35%