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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
826
Freestone Capital Holdings
Washington
$244K +$243K +2,572 New
ACI
827
Alpha Cubed Investments
California
$244K +$1.23K +13 +0.5%
RCM
828
RNC Capital Management
California
$241K -$28.9K -305 -11%
LWMG
829
Levy Wealth Management Group
Pennsylvania
$239K +$1.8K +19 +0.8%
MAM
830
Mystic Asset Management
Rhode Island
$239K -$26K -275 -10%
CI
831
CX Institutional
Indiana
$238K +$3.69K +39 +2%
KWA
832
Kingswood Wealth Advisors
California
$238K +$237K +2,503 New
IP
833
Ignite Planners
California
$237K +$23.7K +251 +11%
SAG
834
SageView Advisory Group
California
$235K +$3.78K +40 +2%
PCG
835
Prosperity Consulting Group
Maryland
$235K +$234K +2,477 New
SMH
836
Sanders Morris Harris
Texas
$234K – – –
CSC
837
Caldwell Sutter Capital
California
$234K +$16.3K +172 +8%
MFG
838
Merit Financial Group
Georgia
$233K +$232K +2,452 New
GSEP
839
Golden State Equity Partners
California
$232K -$71.9K -760 -24%
AWA
840
AmeriServ Wealth Advisors
Pennsylvania
$229K -$6.15K -65 -3%
APW
841
Austin Private Wealth
Texas
$229K +$228K +2,412 New
CAG
842
Csenge Advisory Group
Florida
$229K +$3.22K +34 +1%
TTWM
843
TCV Trust & Wealth Management
Virginia
$228K +$9.46K +100 +4%
FA
844
Fountainhead AM
New Jersey
$226K -$13.2K -140 -6%
EHWM
845
Eads & Heald Wealth Management
Georgia
$225K -$473 -5 -0.2%
FMLI
846
Fukoku Mutual Life Insurance
Japan
$225K – – –
PL
847
Plancorp LLC
Missouri
$225K +$6.34K +67 +3%
MFG
848
MidWestOne Financial Group
Iowa
$223K -$7K -74 -3%
BONH
849
Bank of New Hampshire
New Hampshire
$222K -$21.3K -225 -9%
VCP
850
Verus Capital Partners
Arizona
$222K +$221K +2,337 New
32 33
34
35 36