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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
801
TRUE Private Wealth Advisors
Oregon
$313K +$2.03K +20 +0.6%
LSA
802
Lion Street Advisors
Texas
$311K -$442K -4,368 -61%
NWA
803
Navis Wealth Advisors
New York
$310K +$2.33K +23 +0.7%
AIM
804
Aurora Investment Managers
Florida
$309K +$3.44K +34 +1%
NJBEST
805
New Jersey Better Educational Savings Trust
New Jersey
$308K – – –
WSC
806
Wellington Shields & Co
New York
$308K – – –
DFG
807
Delta Financial Group
New Jersey
$306K +$312K +3,081 New
CWM
808
Chemistry Wealth Management
New York
$303K – – –
JF
809
Joule Financial
Kentucky
$298K +$50.1K +495 +20%
SWA
810
Sax Wealth Advisors
New Jersey
$297K +$304 +3 +0.1%
DA
811
Doliver Advisors
Texas
$295K -$7.6K -75 -2%
TTWM
812
TCV Trust & Wealth Management
Virginia
$295K -$45.6K -450 -13%
FPB
813
First PREMIER Bank
South Dakota
$294K – – –
P
814
Pitcairn
Pennsylvania
$293K -$12.8K -126 -4%
VCP
815
Verus Capital Partners
Arizona
$292K +$5.67K +56 +2%
AR
816
Advisory Research
Illinois
$291K – – –
MFG
817
Magnus Financial Group
New York
$291K +$3.14K +31 +1%
ACM
818
Advance Capital Management
Michigan
$290K +$295K +2,913 New
CIG
819
Cascade Investment Group
Colorado
$287K +$292K +2,884 New
HWM
820
Hohimer Wealth Management
Washington
$285K – – –
MWM
821
Modera Wealth Management
New Jersey
$285K +$290K +2,863 New
PA
822
PFG Advisors
Arizona
$284K +$290K +2,860 New
PG
823
Pendal Group
Australia
$283K +$288K +2,841 New
ACA
824
Atlas Capital Advisors
Wyoming
$280K +$90.9K +898 +47%
TNB
825
Thomasville National Bank
Georgia
$280K – – –
31 32
33
34 35