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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
751
Peoples Bank (Ohio)
Ohio
$378K – – –
TWM
752
Thrive Wealth Management
Pennsylvania
$377K +$13.8K +136 +4%
NB
753
Northwest Bancshares
Pennsylvania
$376K -$14.5K -143 -4%
WWM
754
Western Wealth Management
Colorado
$375K -$349K -3,443 -48%
IFG
755
Independent Financial Group
California
$373K +$15.1K +149 +4%
VFA
756
Valeo Financial Advisors
Indiana
$364K +$106K +1,048 +40%
HI
757
Hudock Inc
Pennsylvania
$363K -$68.1K -672 -16%
WP
758
WMS Partners
Maryland
$363K +$506 +5 +0.1%
LOAMS
759
Lombard Odier Asset Management (Switzerland)
Switzerland
$360K +$74.4K +735 +26%
VCM
760
Vivaldi Capital Management
Illinois
$360K -$304 -3 -0.1%
SFB
761
STAR Financial Bank
Indiana
$357K +$364K +3,590 New
MFG
762
Merit Financial Group
Georgia
$354K +$2.63K +26 +0.7%
RPCONE
763
Retirement Planning Company of New England
Rhode Island
$351K +$23.2K +229 +7%
MFS
764
Mirabella Financial Services
United Kingdom
$351K -$436K -4,302 -55%
MSWM
765
McGlone Suttner Wealth Management
Wisconsin
$350K +$357K +3,523 New
NSIM
766
North Star Investment Management
Illinois
$350K +$3.65K +36 +1%
MF
767
Manchester Financial
California
$349K -$33.5K -331 -9%
GLA
768
Good Life Advisors
Pennsylvania
$349K +$8.2K +81 +2%
BPC
769
Banque Pictet & Cie
Switzerland
$348K – – –
PNAA
770
Pictet North America Advisors
Switzerland
$348K – – –
HA
771
Herold Advisors
New York
$346K +$101 +1 +0%
AF
772
Allworth Financial
California
$345K -$77.1K -761 -18%
SDWIA
773
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K +$2.73K +27 +0.8%
HA
774
HFG Advisors
Ohio
$345K +$91.1K +900 +35%
HFM
775
Hartford Funds Management
Pennsylvania
$344K +$350K +3,458 New
29 30
31
32 33