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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
601
First City Capital Management
Georgia
$111K +$113K +1,312 New
JWM
602
Jacobus Wealth Management
Wisconsin
$104K – – –
MA
603
MUFG Americas
New York
$104K – – –
DCM
604
Dupont Capital Management
Delaware
$100K – – –
PP
605
Palladium Partners
Virginia
$97K +$99K +1,150 New
SFPIA
606
Stevens First Principles Investment Advisors
California
$95K – – –
PTC
607
Private Trust Company
Ohio
$89K -$20.6K -239 -19%
TWM
608
Torch Wealth Management
Ohio
$85K – – –
SGAM
609
Smith Group Asset Management
Texas
$85K +$86.1K +1,000 New
WEC
610
Winslow Evans & Crocker
Massachusetts
$85K – – –
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$80K +$16.4K +190 +25%
EWM
612
Evercore Wealth Management
New York
$75K +$60.5K +703 +402%
SCG
613
Strategic Capital Group
Washington
$73K +$73.8K +857 New
NES
614
New England Securities
New York
$71K +$25K +291 +54%
HR
615
Howe & Rusling
New York
$70K +$65.5K +761 +1,153%
CHC
616
City Holding Co
West Virginia
$69K – – –
FNBT
617
FineMark National Bank & Trust
Florida
$69K +$17.8K +207 +34%
AR
618
Advisory Research
Illinois
$69K +$70.2K +816 New
W
619
Wealthfront
California
$64K +$63.7K +740 New
ZTNA
620
Zions Trust National Association
Utah
$62K – – –
BBPWM
621
Blue Bell Private Wealth Management
Pennsylvania
$60K – – –
MCM
622
Manchester Capital Management
Vermont
$53K – – –
IMS
623
Index Management Solutions
Pennsylvania
$52K -$16.7K -194 -24%
TWA
624
TCI Wealth Advisors
Arizona
$46K – – –
FMT
625
First Mercantile Trust
Tennessee
$45K +$9.12K +106 +25%
23 24
25
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