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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$224K +$251K +2,607 New
PIM
827
Perpetual Investment Management
Australia
$223K – – –
CS
828
Comerica Securities
Michigan
$223K +$3.18K +33 +1%
PWM
829
Perigon Wealth Management
California
$221K -$24.4K -254 -9%
HA
830
HFG Advisors
Ohio
$220K – – –
MWM
831
Meridian Wealth Management
Kentucky
$219K -$18.1K -188 -7%
SIM
832
Sentry Investment Management
Wisconsin
$219K – – –
QC
833
Quent Capital
New York
$217K +$42.5K +442 +21%
PWM
834
Paulson Wealth Management
Illinois
$217K +$244K +2,535 New
ICM
835
Islay Capital Management
Texas
$216K -$48K -499 -17%
NWM
836
Northcape Wealth Management
New York
$216K +$243K +2,522 New
SIM
837
SSI Investment Management
California
$215K +$674 +7 +0.3%
MAM
838
Mystic Asset Management
Rhode Island
$215K +$25.5K +265 +12%
IGWM
839
ICA Group Wealth Management
Colorado
$214K +$2.31K +24 +1%
JF
840
Joule Financial
Kentucky
$214K +$240K +2,498 New
EFG
841
Everhart Financial Group
Ohio
$213K +$239K +2,488 New
SFI
842
SPC Financial Inc
Maryland
$212K – – –
XT
843
XTX Topco
Cayman Islands
$212K +$238K +2,468 New
PSP
844
Principal Street Partners
Tennessee
$211K -$27.4K -285 -10%
SMH
845
Sanders Morris Harris
Texas
$211K -$7.99K -83 -3%
SCM
846
Shelton Capital Management
Colorado
$211K – – –
GWANC
847
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K +$235K +2,444 New
AWA
848
Arkadios Wealth Advisors
Georgia
$210K +$235K +2,446 New
LWMG
849
Levy Wealth Management Group
Pennsylvania
$209K -$22.3K -232 -9%
HI
850
Harbour Investments
Wisconsin
$208K – – –
32 33
34
35 36