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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EP Wealth Advisors
California
$560K -$455K -4,770 -59%
KW
602
KWB Wealth
California
$560K +$32.9K +345 +7%
MCM
603
Mengis Capital Management
Oregon
$556K -$38.2K -400 -6%
IA
604
IFP Advisors
Florida
$554K -$779K -8,161 -59%
PFA
605
Pathway Financial Advisers
Indiana
$554K +$61.7K +646 +11%
CIAS
606
Capital Investment Advisory Services
North Carolina
$546K -$138K -1,449 -18%
FB
607
Fulton Bank
Pennsylvania
$541K +$62.7K +657 +11%
BTIM
608
BancFirst Trust & Investment Management
Oklahoma
$539K – – –
SSA
609
Schonfeld Strategic Advisors
New York
$536K -$2.73M -28,572 -82%
SWM
610
SeaCrest Wealth Management
New York
$530K +$4.77K +50 +0.8%
GLR
611
Great Lakes Retirement
Ohio
$526K +$9.07K +95 +2%
HP
612
Hikari Power
Japan
$525K – – –
RMAM
613
Raab & Moskowitz Asset Management
New Jersey
$524K – – –
LOIP
614
Live Oak Investment Partners
Texas
$523K – – –
ITIM
615
Indiana Trust & Investment Management
Indiana
$521K -$2.86K -30 -0.5%
CGL
616
Clarius Group LLC
Washington
$519K +$49.5K +519 +9%
FUBT
617
First United Bank & Trust
Maryland
$518K +$37.2K +390 +7%
BSW
618
Buckingham Strategic Wealth
Missouri
$518K – – –
WA
619
WBH Advisory
Maryland
$517K +$597K +6,253 New
GRP
620
Global Retirement Partners
California
$511K +$231K +2,419 +63%
FMWA
621
Forvis Mazars Wealth Advisors
Missouri
$511K +$16.7K +175 +3%
QCM
622
Qsemble Capital Management
New York
$505K -$496K -5,200 -46%
DAS
623
Dynamic Advisor Solutions
Arizona
$501K +$32.1K +336 +6%
DGAM
624
Desjardins Global Asset Management
Quebec, Canada
$498K +$73.9K +774 +15%
WDA
625
Wendell David Associates
New Hampshire
$496K – – –
23 24
25
26 27