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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
801
Quantitative Investment Management
Virginia
$312K +$38.1K +351 +14%
SF
802
Symphony Financial
Texas
$312K +$50.2K +462 +19%
HI
803
Horizon Investments
North Carolina
$309K +$24.8K +228 +9%
CFA
804
CWS Financial Advisors
Michigan
$308K +$309K +2,844 New
AW
805
ACG Wealth
Georgia
$303K +$2.06K +19 +0.7%
KW
806
KWB Wealth
California
$303K +$304K +2,801 New
CWA
807
Centennial Wealth Advisory
Michigan
$302K +$23K +212 +8%
RPCONE
808
Retirement Planning Company of New England
Rhode Island
$302K +$304K +2,797 New
BJL
809
Brighton Jones LLC
Washington
$301K -$62.1K -572 -17%
PAS
810
Park Avenue Securities
New York
$301K +$30.5K +281 +11%
SLF
811
Sun Life Financial
Ontario, Canada
$301K +$302K +2,785 New
WTC
812
WhitTier Trust Company
Nevada
$300K -$50.2K -462 -14%
JIP
813
Jaffetilchin Investment Partners
Florida
$300K -$32.3K -297 -10%
VWA
814
V Wealth Advisors
Kansas
$299K +$12.1K +111 +4%
MW
815
Marcum Wealth
Ohio
$298K +$8.69K +80 +3%
BFS
816
Bradley Foster & Sargent
Connecticut
$295K +$296K +2,730 New
HI
817
Harbour Investments
Wisconsin
$294K -$853K -7,853 -74%
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$294K +$30.3K +279 +11%
HCM
819
Huber Capital Management
California
$292K – – –
MAM
820
Madison Asset Management
Wisconsin
$292K +$293K +2,698 New
CH
821
CVS Health
Rhode Island
$290K +$291K +2,683 New
JFA
822
Johanson Financial Advisors
California
$289K +$3.04K +28 +1%
BONH
823
Bank of New Hampshire
New Hampshire
$286K +$54.3K +500 +23%
EAM
824
Evanson Asset Management
California
$286K +$287K +2,638 New
RFA
825
Resurgent Financial Advisors
Georgia
$286K +$287K +2,642 New
31 32
33
34 35