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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
AllSquare Wealth Management
New York
$30K – – –
TFO
802
Tarbox Family Office
California
$28K – – –
MCM
803
Manchester Capital Management
Vermont
$27K – – –
SQA
804
Simon Quick Advisors
New Jersey
$27K +$10.7K +100 +63%
MFT
805
Moisand Fitzgerald Tamayo
Florida
$27K +$26.7K +250 New
ECM
806
Exchange Capital Management
Michigan
$26K +$22.4K +210 +618%
GBBWRPM
807
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K – – –
LWCFA
808
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K +$7.27K +68 +43%
FA
809
Financial Advantage
Maryland
$24K +$24.6K +230 New
HS
810
Horan Securities
United States
$23K – – –
NCM
811
Nelson Capital Management
California
$23K – – –
GWA
812
Guidant Wealth Advisors
Illinois
$22K – – –
BAM
813
Barrett Asset Management
New York
$21K – – –
STB
814
S&T Bank
Pennsylvania
$21K – – –
WAS
815
WESPAC Advisors SoCal
California
$21K – – –
IP
816
Isthmus Partners
Wisconsin
$21K +$5.56K +52 +35%
WA
817
Winfield Associates
Ohio
$20K – – –
RWG
818
Regal Wealth Group
California
$20K +$107 +1 +0.5%
BWP
819
Baldwin Wealth Partners
Massachusetts
$20K +$9.83K +92 +100%
AAP
820
Arax Advisory Partners
Colorado
$20K +$17.5K +164 +586%
BWA
821
BDO Wealth Advisors
Florida
$19K – – –
QAM
822
QCI Asset Management
New York
$19K – – –
SCA
823
Stuart Chaussee & Associates
California
$19K – – –
DOA
824
D'Orazio & Associates
Virginia
$18K – – –
SMG
825
Spectrum Management Group
Indiana
$18K +$18.4K +172 New
31 32
33
34 35