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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
701
Versor Investments
New York
$370K -$679K -6,585 -65%
TTWM
702
TCV Trust & Wealth Management
Virginia
$369K – – –
MAFM
703
Mid Atlantic Financial Management
Pennsylvania
$368K -$17K -165 -4%
TFA
704
Teamwork Financial Advisors
Texas
$368K +$27.1K +263 +8%
NSIM
705
North Star Investment Management
Illinois
$366K +$10.3K +100 +3%
CFG
706
Citizens Financial Group
Rhode Island
$366K +$85K +825 +31%
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$365K -$309 -3 -0.1%
NERM
708
New England Research & Management
Illinois
$365K +$357K +3,466 New
MME
709
Meag Munich Ergo
Germany
$364K -$773K -7,505 -68%
SIM
710
Sentry Investment Management
Wisconsin
$363K -$51.9K -504 -13%
RMDI
711
R.M. Davis Inc
Maine
$360K +$1.55K +15 +0.4%
MCM
712
MAI Capital Management
Ohio
$359K +$15.6K +151 +5%
APP
713
Alpha Paradigm Partners
Illinois
$357K – – –
GLA
714
Good Life Advisors
Pennsylvania
$356K +$45.2K +439 +15%
TIAM2
715
Tru Independence Asset Management 2
Oregon
$354K +$16.6K +161 +5%
PBO
716
Peoples Bank (Ohio)
Ohio
$352K – – –
PFS
717
Physicians Financial Services
North Carolina
$352K +$20.6K +200 +6%
GWSG
718
GPS Wealth Strategies Group
Colorado
$352K +$26.5K +257 +8%
BJL
719
Brighton Jones LLC
Washington
$352K +$86.7K +841 +34%
SFM
720
Systematic Financial Management
New Jersey
$347K – – –
VCA
721
Verdence Capital Advisors
Maryland
$346K +$18.2K +177 +6%
KPWS
722
Kestra Private Wealth Services
Texas
$342K +$37.3K +362 +13%
TA
723
TrueWealth Advisors
Alabama
$340K -$21.5K -209 -6%
WTC
724
WhitTier Trust Company
Nevada
$340K -$16.5K -160 -5%
CNBTD
725
Citizens National Bank Trust Department
Mississippi
$339K -$131K -1,275 -28%
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