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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
901
Legacy Bridge
Iowa
$33K +$32.1K +350 New
EI
902
Ellevest Inc
New York
$33K +$32.8K +357 New
WPA
903
West Paces Advisors
Georgia
$33K -$14.1K -154 -30%
CAL
904
Capital Analysts LLC
Pennsylvania
$32K -$3.46M -37,697 -99%
KPW
905
Kore Private Wealth
New York
$32K +$30.9K +337 New
PCFFS
906
Pacific Center for Financial Services
California
$31K – – –
TAIM
907
TD Ameritrade Investment Management
Nebraska
$31K +$20.9K +228 +213%
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
TL
909
TrueWealth LLC
Georgia
$27K -$55.5K -604 -68%
CBT
910
Capital Bank & Trust
California
$27K -$8.17K -89 -24%
GAM
911
Gemmer Asset Management
California
$27K -$275 -3 -1%
APWM
912
Atlas Private Wealth Management
New York
$26K +$25.9K +282 New
TFGT
913
TS Financial Group (TSFG)
Illinois
$25K – – –
TFO
914
Tarbox Family Office
California
$24K -$1.65K -18 -7%
TIM
915
Tortoise Investment Management
New York
$24K -$459 -5 -2%
SSB
916
Sandy Spring Bank
Maryland
$24K – – –
VEA
917
Virtus ETF Advisers
New York
$24K – – –
WB
918
Webster Bank
Connecticut
$24K – – –
CHA
919
Carmichael Hill & Associates
Maryland
$24K +$23.1K +252 New
TCWM
920
Total Clarity Wealth Management
Illinois
$24K +$23.1K +252 New
BCWM
921
Bartlett & Co Wealth Management
Ohio
$23.6K – – –
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$272K -2,965 -92%
FPS
923
Fieldpoint Private Securities
Connecticut
$23K -$34.9K -380 -60%
KPCM
924
Kings Point Capital Management
New York
$23K -$18.4K -200 -44%
MAM
925
Marquette Asset Management
Minnesota
$23K -$9.18K -100 -29%
35 36
37
38 39