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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
626
Dynamic Advisor Solutions
Arizona
$493K -$18.2K -189 -3%
SW
627
SteelPeak Wealth
California
$491K +$183K +1,902 +50%
CGL
628
Clarius Group LLC
Washington
$490K -$77.4K -804 -12%
SBL
629
Sargent Bickham Lagudis
Colorado
$490K -$65.2K -677 -11%
SWRP
630
Summit Wealth & Retirement Planning
California
$487K – – –
HT
631
Heritage Trust
Oklahoma
$478K +$3.08K +32 +0.6%
MGP
632
Metis Global Partners
California
$476K -$4.81K -50 -0.9%
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$476K +$11.3K +117 +2%
PCM
634
Perritt Capital Management
Illinois
$471K +$10.3K +107 +2%
ACI
635
Alpha Cubed Investments
California
$469K -$66.4K -690 -11%
GRP
636
Global Retirement Partners
California
$464K -$10.6K -110 -2%
MCM
637
MAI Capital Management
Ohio
$463K +$102K +1,064 +25%
SP
638
Symmetry Partners
Connecticut
$462K – – –
HT
639
HighTower Trust
Texas
$459K +$515K +5,355 New
JE
640
JMAC Enterprises
Pennsylvania
$454K +$1.35K +14 +0.3%
PA
641
Parallel Advisors
California
$453K +$55.4K +576 +12%
BCM
642
Brookstone Capital Management
Illinois
$452K +$12.6K +131 +3%
BSW
643
Buckingham Strategic Wealth
Missouri
$451K +$10.4K +108 +2%
AF
644
Affiance Financial
Minnesota
$448K -$159K -1,647 -24%
FMB
645
Field & Main Bank
Kentucky
$447K -$17.9K -186 -3%
MSS
646
Mitchell Sinkler & Starr
Pennsylvania
$446K – – –
LSA
647
Leonteq Securities AG
Switzerland
$443K -$5.49K -57 -1%
CG
648
Colony Group
Massachusetts
$442K -$385 -4 -0.1%
DGAM
649
Desjardins Global Asset Management
Quebec, Canada
$440K +$12.3K +128 +3%
PPWM
650
Paragon Private Wealth Management
Kentucky
$439K +$74.4K +773 +22%
24 25
26
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