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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
IMCOOI
526
Investment Management Corp of Ontario (IMCO)
Canada
$876K +$811K +8,451 New
PWS
527
Peloton Wealth Strategists
Indiana
$876K -$1.06M -11,050 -57%
SLI
528
Sumitomo Life Insurance
Japan
$874K -$43.1K -449 -5%
AWM
529
Axxcess Wealth Management
California
$872K -$376K -3,925 -32%
TMAM
530
Tokio Marine Asset Management
Japan
$872K +$52.8K +550 +7%
BFG
531
Bleakley Financial Group
New Jersey
$869K +$2.69K +28 +0.3%
SS
532
Simplicity Solutions
Minnesota
$869K +$2.69K +28 +0.3%
CG
533
Caprock Group
Idaho
$862K +$62.8K +655 +9%
MCM
534
MAI Capital Management
Ohio
$859K +$227K +2,367 +40%
ATI
535
Act Two Investors
California
$858K +$793K +8,269 New
I
536
InceptionR
California
$856K +$389K +4,056 +97%
RJT
537
Raymond James Trust
Florida
$843K -$96.8K -1,009 -11%
AWC
538
Abundance Wealth Counselors
Pennsylvania
$841K +$58.7K +612 +8%
CCM
539
Coldstream Capital Management
Washington
$837K +$67.3K +702 +10%
CL
540
COWA LLC
Oklahoma
$831K +$2.49K +26 +0.3%
EWA
541
Etesian Wealth Advisors
Oregon
$830K -$3.84K -40 -0.5%
SBIA
542
Sheaff Brock Investment Advisors
Indiana
$826K -$14.1K -147 -2%
WSC
543
Wellington Shields & Co
New York
$825K +$41.5K +433 +6%
EGA
544
E&G Advisors
Texas
$824K – – –
MCIA
545
Mountain Capital Investment Advisors
Colorado
$823K -$81.8K -853 -10%
HSA
546
HBK Sorce Advisory
Pennsylvania
$822K -$32.9K -343 -4%
TWP
547
Tyche Wealth Partners
Texas
$815K +$754K +7,863 New
VCM
548
Virtue Capital Management
Tennessee
$804K -$203K -2,121 -22%
PFS
549
Prospera Financial Services
Texas
$800K -$162K -1,688 -18%
VI
550
Vestcor Inc
New Brunswick, Canada
$798K -$8.63K -90 -1%
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