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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
901
Citizens Financial Group
Rhode Island
$263K -$184K -1,615 -41%
AGP
902
Autumn Glory Partners
Texas
$262K – – –
WCM
903
Whitener Capital Management
North Carolina
$260K +$39.9K +350 +18%
NS
904
NBC Securities
Alabama
$260K +$265K +2,326 +116,300%
QWP
905
Quotient Wealth Partners
Texas
$260K -$8.43K -74 -3%
FG
906
Fiduciary Group
Georgia
$260K – – –
BWP
907
BSW Wealth Partners
Colorado
$259K -$10.9K -96 -4%
LA
908
Legacy Advisors
Pennsylvania
$257K -$8.77K -77 -3%
LIA
909
LBMC Investment Advisors
Tennessee
$256K +$114 +1 +0%
SFB
910
STAR Financial Bank
Indiana
$253K -$38.3K -336 -13%
CWS
911
Confluence Wealth Services
Pennsylvania
$253K -$4.1K -36 -1%
SAG
912
SageView Advisory Group
California
$251K -$64.4K -565 -20%
MPIA
913
Mountain Pacific Investment Advisers
Idaho
$250K – – –
PA
914
Prossimo Advisors
California
$250K +$3.65K +32 +1%
BWM
915
BankPlus Wealth Management
Mississippi
$249K +$2.39K +21 +1%
SSWM
916
Sheets Smith Wealth Management
North Carolina
$247K – – –
BONH
917
Bank of New Hampshire
New Hampshire
$247K – – –
MFG
918
Magnus Financial Group
New York
$247K +$570 +5 +0.2%
WMA
919
West Michigan Advisors
Michigan
$246K +$114 +1 +0%
BHCM
920
Brevan Howard Capital Management
Jersey
$246K +$251K +2,200 New
RCM
921
RB Capital Management
Nevada
$245K -$12.9K -113 -5%
CM
922
Cercano Management
Washington
$245K – – –
HWMO
923
Heritage Wealth Management (Ohio)
Ohio
$244K -$114 -1 -0%
WF
924
Welch & Forbes
Massachusetts
$241K +$34.2K +300 +16%
GSIAS
925
Garden State Investment Advisory Services
New Jersey
$241K +$4.67K +41 +2%
35 36
37
38 39