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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
951
ShoreHaven Wealth Partners
New Jersey
$207K +$200K +1,757 New
CT
952
Coastline Trust
Rhode Island
$206K +$198K +1,745 New
SN
953
Sittner & Nelson
Oregon
$205K – – –
FVWA
954
Foster Victor Wealth Advisors
South Carolina
$204K – – –
C
955
Covestor
United Kingdom
$204K +$179K +1,576 +1,030%
SF
956
Summit Financial
New Jersey
$203K +$196K +1,721 New
CPIA
957
Cornell Pochily Investment Advisors
New York
$203K +$195K +1,714 New
AAS
958
Annex Advisory Services
Wisconsin
$200K +$192K +1,690 New
SFWA
959
Summit Financial Wealth Advisors
Louisiana
$200K +$192K +1,691 New
H
960
HoyleCohen
California
$200K +$192K +1,692 New
FA
961
FDx Advisors
Illinois
$200K +$193K +1,694 New
IP
962
Ignite Planners
California
$200K +$196K +1,724 New
SPWM
963
Spartan Planning & Wealth Management
North Carolina
$198K +$190K +1,673 New
CFO
964
CVA Family Office
Colorado
$188K +$61.4K +540 +51%
TCM
965
Tradewinds Capital Management
Washington
$187K – – –
GCM
966
Gables Capital Management
Florida
$186K – – –
NICM
967
Neo Ivy Capital Management
New York
$184K -$17.7K -156 -9%
MA
968
MCF Advisors
Kentucky
$183K +$176K +1,549 New
HBW
969
Hazlett, Burt & Watson
West Virginia
$181K +$174K +1,529 New
EIP
970
Ellis Investment Partners
Pennsylvania
$180K +$1.59K +14 +0.9%
CFN
971
Cordasco Financial Network
Florida
$176K +$12.2K +107 +8%
HWA
972
Heritage Wealth Advisors
Virginia
$172K -$5.57K -49 -3%
MFC
973
Mechanics Financial Corp
Ohio
$170K +$9.21K +81 +6%
DHGWA
974
Dixon Hughes Goodman Wealth Advisors
North Carolina
$169K +$36.4K +320 +29%
CSB
975
City State Bank
Iowa
$168K – – –
37 38
39
40 41