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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
701
Ranch Capital Advisors
Florida
$363K +$16.7K +200 +5%
CA
702
Clearstead Advisors
Ohio
$363K +$12.6K +151 +4%
TWM
703
Thrive Wealth Management
Pennsylvania
$363K -$80.3K -960 -19%
VFA
704
Valeo Financial Advisors
Indiana
$362K +$344K +4,108 New
FIBT
705
First International Bank & Trust
North Dakota
$360K +$7.61K +91 +2%
RWM
706
Ritholtz Wealth Management
New York
$360K +$342K +4,084 New
SFA
707
Sequoia Financial Advisors
Ohio
$360K -$8.45K -101 -2%
HI
708
Harbour Investments
Wisconsin
$359K -$13.4K -160 -4%
PWM
709
Perigon Wealth Management
California
$357K -$38.4K -459 -10%
GL
710
Graypoint LLC
New York
$357K +$339K +4,046 New
WIM
711
Westside Investment Management
California
$353K – – –
CCP
712
Clough Capital Partners
Massachusetts
$353K – – –
RPCONE
713
Retirement Planning Company of New England
Rhode Island
$348K +$9.87K +118 +3%
WC
714
Westhampton Capital
North Carolina
$348K – – –
CPC
715
Consolidated Planning Corp
Georgia
$348K +$330K +3,941 New
PBO
716
Peoples Bank (Ohio)
Ohio
$347K – – –
MMHP
717
Murphy Middleton Hinkle & Parker
Georgia
$346K -$7.95K -95 -2%
NB
718
Northwest Bancshares
Pennsylvania
$343K +$9.96K +119 +3%
RMDI
719
R.M. Davis Inc
Maine
$340K +$1.67K +20 +0.5%
PTC
720
Private Trust Company
Ohio
$339K +$56.8K +679 +21%
AAS
721
Annex Advisory Services
Wisconsin
$339K +$322K +3,843 New
IA
722
IFP Advisors
Florida
$338K -$149K -1,777 -32%
WWM
723
Western Wealth Management
Colorado
$335K -$20.6K -246 -6%
CWM
724
Cornerstone Wealth Management
Missouri
$334K -$2.93K -35 -0.9%
AF
725
Allworth Financial
California
$332K +$12.6K +151 +4%
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