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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
976
Diversified Management
Wisconsin
$237K +$225K +2,098 New
ACG
977
Allen Capital Group
Nebraska
$236K -$6.33K -59 -3%
AF
978
Atala Financial
California
$235K – – –
CIC
979
Carnegie Investment Counsel
Ohio
$235K +$223K +2,079 New
LFG
980
Larson Financial Group
Missouri
$233K +$9.97K +93 +5%
CAG
981
Crestwood Advisors Group
Massachusetts
$233K +$221K +2,064 New
SYBT
982
Stock Yards Bank & Trust
Kentucky
$233K -$34.7K -324 -14%
RCM
983
RB Capital Management
Nevada
$232K -$31K -289 -12%
IWP
984
Innova Wealth Partners
Pennsylvania
$231K – – –
BAG
985
Bridgewealth Advisory Group
California
$231K -$6.43K -60 -3%
KCP
986
Kera Capital Partners
California
$231K +$223K +2,076 New
VFM
987
Vision Financial Markets
Connecticut
$230K – – –
BWM
988
BCS Wealth Management
Tennessee
$229K +$218K +2,030 New
JSL
989
JT Stratford LLC
Georgia
$229K +$218K +2,029 New
BS
990
Banco Santander
Spain
$228K – – –
CNWM
991
Clay Northam Wealth Management
California
$228K – – –
HTC
992
Haverford Trust Company
Pennsylvania
$228K -$1.39K -13 -0.6%
SCM
993
Shelton Capital Management
Colorado
$226K – – –
CCG
994
Ceeto Capital Group
Florida
$226K – – –
BPCE
995
Bank Pictet & Cie (Europe)
Germany
$226K – – –
GC
996
Garde Capital
Washington
$226K – – –
TCWA
997
Turtle Creek Wealth Advisors
Texas
$225K +$214K +1,993 New
ATI
998
Act Two Investors
California
$225K – – –
PE
999
PCM Encore
Colorado
$224K +$213K +1,989 New
MJPCFAI
1000
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$224K +$213K +1,986 New
38 39
40
41 42