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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
776
Navis Wealth Advisors
New York
$220K +$104K +1,215 +101%
OQS
777
Occudo Quantitative Strategies
Florida
$220K +$207K +2,414 New
GC
778
Garde Capital
Washington
$218K +$428 +5 +0.2%
SWA
779
Sutton Wealth Advisors
Florida
$217K – – –
PWLP
780
Prio Wealth Limited Partnership
Massachusetts
$216K +$203K +2,366 New
AIM
781
Anchor Investment Management
South Carolina
$215K -$54.8K -640 -21%
PMFA
782
Plante Moran Financial Advisors
Michigan
$214K -$102K -1,189 -34%
LWMG
783
Levy Wealth Management Group
Pennsylvania
$214K +$201K +2,348 New
CC
784
Centiva Capital
New York
$212K -$3.4M -39,664 -94%
CFA
785
CWS Financial Advisors
Michigan
$212K +$200K +2,332 New
LWA
786
Lowe Wealth Advisors
Maryland
$210K +$190K +2,225 +2,928%
SLG
787
Stanley-Laman Group
Pennsylvania
$210K +$197K +2,303 New
CFG
788
Citizens Financial Group
Rhode Island
$210K +$197K +2,306 New
APP
789
Avantax Planning Partners
Iowa
$209K -$30.1K -352 -13%
PL
790
Plancorp LLC
Missouri
$209K +$196K +2,295 New
WWM
791
Western Wealth Management
Colorado
$209K +$196K +2,295 New
OCPWS
792
One Charles Private Wealth Services
Massachusetts
$209K +$197K +2,301 New
MFG
793
Magnus Financial Group
New York
$208K -$71.8K -839 -27%
HL
794
HeadInvest LLC
Maine
$207K +$195K +2,274 New
TA
795
Tiedemann Advisors
New York
$207K +$195K +2,276 New
SFI
796
SPC Financial Inc
Maryland
$207K +$195K +2,277 New
AA
797
Advisory Alpha
Michigan
$205K -$28.6K -334 -13%
AW
798
ACG Wealth
Georgia
$204K +$191K +2,236 New
EFS
799
Essex Financial Services
Connecticut
$204K +$192K +2,243 New
JFA
800
Johanson Financial Advisors
California
$203K +$178K +2,085 New
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