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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
901
Platform Technology Partners
New York
$264K +$260K +2,252 New
LA
902
Legacy Advisors
Pennsylvania
$263K +$8.54K +74 +3%
TNB
903
Thomasville National Bank
Georgia
$263K – – –
TPWA
904
TRUE Private Wealth Advisors
Oregon
$261K +$1.62K +14 +0.6%
TGAM
905
TBH Global Asset Management
Tennessee
$258K -$22K -191 -8%
ZF
906
Zega Financial
Florida
$258K +$11.7K +101 +5%
BIC
907
Beach Investment Counsel
Pennsylvania
$258K – – –
EP
908
Edgestream Partners
New Jersey
$258K +$254K +2,199 New
FVWA
909
Foster Victor Wealth Advisors
South Carolina
$257K – – –
PA
910
Prossimo Advisors
California
$257K +$253K +2,190 New
LAM
911
LifePro Asset Management
California
$256K +$2.65K +23 +1%
CCG
912
Catalina Capital Group
California
$255K +$8.66K +75 +4%
HWMO
913
Heritage Wealth Management (Ohio)
Ohio
$255K +$252K +2,182 New
BAM
914
Blueshift Asset Management
New Jersey
$255K +$251K +2,172 New
PCA
915
Pallas Capital Advisors
Massachusetts
$254K +$234K +2,030 New
SWM
916
Spire Wealth Management
Virginia
$254K +$44.5K +386 +22%
SCM
917
Shelton Capital Management
Colorado
$250K – – –
CAG
918
Csenge Advisory Group
Florida
$250K -$42.9K -372 -15%
MGIA
919
Moneta Group Investment Advisors
Missouri
$247K +$23.7K +205 +11%
GT
920
Glenview Trust
Kentucky
$246K -$11.4K -99 -5%
NWM
921
Northcape Wealth Management
New York
$246K +$13.8K +120 +6%
BCA
922
Bay Colony Advisors
Massachusetts
$245K +$2.31K +20 +1%
LC
923
Lindbrook Capital
California
$244K +$110K +951 +84%
CNWM
924
Clay Northam Wealth Management
California
$243K – – –
IA
925
IFG Advisory
Georgia
$243K +$240K +2,076 New
35 36
37
38 39