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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Cetera Advisors
Colorado
$350K +$23K +243 +8%
SFM
602
Systematic Financial Management
New Jersey
$343K – – –
JIP
603
Jaffetilchin Investment Partners
Florida
$340K +$310K +3,270 New
CL
604
Choreo LLC
Illinois
$337K +$31.5K +332 +11%
CWM
605
Connecticut Wealth Management
Connecticut
$333K – – –
AIM
606
Acrospire Investment Management
Illinois
$333K +$209K +2,200 +220%
HSA
607
HBK Sorce Advisory
Pennsylvania
$332K +$284 +3 +0.1%
EB
608
Eastern Bank
Massachusetts
$331K -$16.8K -177 -5%
BFPW
609
BOK Financial Private Wealth
Colorado
$330K – – –
CT
610
Coastline Trust
Rhode Island
$327K -$8.06K -85 -3%
DWT
611
Dorsey & Whitney Trust
South Dakota
$323K -$5.21K -55 -2%
IH
612
IFC Holdings
Florida
$317K +$12.6K +133 +5%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$313K +$284K +2,992 New
HCA
614
Harbour Capital Advisors
Virginia
$312K – – –
SFFS
615
Stonehage Fleming Financial Services
Jersey
$312K – – –
IAM
616
Impax Asset Management
New Hampshire
$306K +$9.48K +100 +4%
APP
617
Avantax Planning Partners
Iowa
$305K +$278K +2,931 New
WEC
618
Winslow Evans & Crocker
Massachusetts
$304K – – –
GT
619
Glenview Trust
Kentucky
$294K +$268K +2,829 New
FTIOP
620
Fiduciary Trust International of Pennsylvania
Pennsylvania
$293K +$267K +2,812 New
WCM
621
Wunderlich Capital Managemnt
Tennessee
$289K -$3.32K -35 -1%
WAM
622
Wealthspire Advisors (Maryland)
Maryland
$289K +$6.26K +66 +2%
TCM
623
TD Capital Management
Tennessee
$287K – – –
FWM
624
Focused Wealth Management
New York
$286K +$171K +1,801 +190%
HIM
625
Hillsdale Investment Management
Ontario, Canada
$281K +$256K +2,700 New
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