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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
476
Patten & Patten
Tennessee
$1.01M – – –
TWI
477
Thomas White International
Illinois
$1M – – –
IFWM
478
Institute for Wealth Management
Colorado
$990K +$1.02K +10 +0.1%
TC
479
Trilogy Capital
California
$988K +$48.3K +473 +5%
ICM
480
Islay Capital Management
Texas
$986K -$69.6K -681 -7%
B
481
BP
United Kingdom
$983K -$425K -4,160 -30%
TIA
482
Trust Investment Advisors
Indiana
$978K -$53.7K -526 -5%
SBIA
483
Sheaff Brock Investment Advisors
Indiana
$976K +$4.19K +41 +0.4%
OPW
484
Oxler Private Wealth
New York
$971K – – –
CIM
485
CIM Investment Management
Pennsylvania
$968K -$4.7K -46 -0.5%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$957K +$92.1K +902 +11%
TCM
487
Twin Capital Management
Pennsylvania
$956K -$68.4K -670 -7%
CFGS
488
Concourse Financial Group Securities
Alabama
$949K +$97.9K +958 +12%
BPA
489
Beacon Pointe Advisors
California
$948K +$945K +9,249 New
HSA
490
HBK Sorce Advisory
Pennsylvania
$943K +$106K +1,037 +13%
CFB
491
Cullen/Frost Bankers
Texas
$939K – – –
JIC
492
Johnson Investment Counsel
Ohio
$935K +$78.4K +768 +9%
CHJWM
493
Carlton Hofferkamp & Jenks Wealth Management
Texas
$931K -$94.4K -924 -9%
ICA
494
Infrastructure Capital Advisors
New York
$922K +$919K +9,001 New
BCV
495
Banque Cantonale Vaudoise
Switzerland
$920K -$966K -9,454 -51%
DY
496
Dowling & Yahnke
California
$918K +$18.9K +185 +2%
RIM
497
Redpoint Investment Management
Australia
$916K +$21.2K +208 +2%
WA
498
Wealthstar Advisors
Texas
$915K +$914K +8,945 New
JCM
499
Jacobi Capital Management
Pennsylvania
$914K -$133K -1,304 -13%
AIC
500
Ameritas Investment Company
Nebraska
$912K -$9.09K -89 -2%
18 19
20
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