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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
626
Private Portfolio Partners
New Jersey
$275K +$285K +4,330 New
BW
627
Bison Wealth
Georgia
$275K +$39.3K +598 +16%
TTWM
628
TCV Trust & Wealth Management
Virginia
$274K – – –
MSFP
629
Mark Sheptoff Financial Planning
Connecticut
$273K -$19.7K -300 -7%
GC
630
Gilbert & Cook
Iowa
$272K +$25.2K +384 +10%
IWC
631
Integrated Wealth Concepts
Massachusetts
$271K -$13.9K -211 -5%
ECG
632
Edge Capital Group
Georgia
$271K +$16.2K +246 +6%
AIC
633
Ameritas Investment Company
Nebraska
$270K – – –
OC
634
Oarsman Capital
Wisconsin
$267K -$30K -456 -10%
GCAC
635
Guardian Capital Advisors (Canada)
Ontario, Canada
$267K +$265K +4,025 New
RWA
636
Redhawk Wealth Advisors
Minnesota
$265K +$274K +4,172 New
PFPT
637
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K – – –
OLA
638
Oliver Luxxe Assets
New Jersey
$261K – – –
FB
639
Fulton Bank
Pennsylvania
$260K -$26.4K -402 -9%
APA
640
American Portfolios Advisors
New York
$260K -$23.4K -356 -8%
LWAC
641
Laurel Wealth Advisors (California)
California
$256K +$265K +4,036 New
WANY
642
Wealthspire Advisors (New York)
New York
$255K +$264K +4,019 New
MMHP
643
Murphy Middleton Hinkle & Parker
Georgia
$252K -$32.5K -494 -11%
PAMP
644
Polar Asset Management Partners
Ontario, Canada
$251K +$259K +3,944 New
ATC
645
Argent Trust Co
Tennessee
$247K +$16.6K +252 +7%
DWT
646
Dorsey & Whitney Trust
South Dakota
$244K +$1.18K +18 +0.5%
CG
647
Colony Group
Massachusetts
$243K +$16.5K +251 +7%
B
648
Bailard
California
$241K +$250K +3,796 New
CAMG
649
CWA Asset Management Group
Florida
$239K +$247K +3,764 New
AF
650
Advisornet Financial
Minnesota
$236K -$329 -5 -0.1%
24 25
26
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