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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
751
Gladstone Institutional Advisory
Florida
$399K +$170K +1,493 +79%
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$397K -$17.9K -157 -4%
PFS
753
Physicians Financial Services
North Carolina
$396K – – –
BFS
754
Bradley Foster & Sargent
Connecticut
$396K +$71.1K +625 +23%
TWM
755
Thrive Wealth Management
Pennsylvania
$395K -$32.3K -284 -8%
TA
756
TrueWealth Advisors
Alabama
$395K – – –
AA
757
Aire Advisors
California
$394K +$20K +176 +6%
NP
758
NorthRock Partners
Minnesota
$391K +$82.4K +725 +28%
SFM
759
Systematic Financial Management
New Jersey
$390K – – –
PSP
760
Principal Street Partners
Tennessee
$389K +$111K +972 +42%
ACM
761
AlphaCrest Capital Management
New York
$387K -$2.26M -19,910 -86%
BCMO
762
Buckingham Capital Management (Ohio)
Ohio
$387K -$88.7K -780 -19%
CWM
763
Cornerstone Wealth Management
Missouri
$387K -$7.85K -69 -2%
GVAG
764
Great Valley Advisor Group
Delaware
$386K +$2.84K +25 +0.8%
CWA
765
Centennial Wealth Advisory
Michigan
$385K +$53K +466 +17%
HC
766
Hamilton Capital
Ohio
$381K +$149K +1,313 +69%
FMAEN1
767
Fund Management at Engine No 1
California
$378K +$364K +3,199 New
BCM
768
Bayesian Capital Management
New York
$376K +$361K +3,178 New
RFA
769
Resurgent Financial Advisors
Georgia
$373K +$58.4K +514 +19%
FCBT
770
First Citizens Bank & Trust
North Carolina
$373K +$359K +3,157 New
SWA
771
Sutton Wealth Advisors
Florida
$373K +$59.8K +526 +20%
PFA
772
Pure Financial Advisors
California
$372K +$5.34K +47 +2%
LSA
773
Leonteq Securities AG
Switzerland
$371K -$226K -1,991 -39%
VCM
774
Vivaldi Capital Management
Illinois
$370K +$1.02K +9 +0.2%
IMRF
775
Illinois Municipal Retirement Fund
Illinois
$369K -$4.81M -42,332 -93%
29 30
31
32 33