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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1001
Ceeto Capital Group
Florida
$216K +$203K +2,000 New
BPCE
1002
Bank Pictet & Cie (Europe)
Germany
$216K +$203K +2,000 New
GC
1003
Garde Capital
Washington
$216K +$203K +2,000 New
JAM
1004
Jupiter Asset Management
United Kingdom
$215K +$202K +1,991 New
RPWA
1005
Regent Peak Wealth Advisors
Georgia
$215K +$202K +1,989 New
LAM
1006
L2 Asset Management
Massachusetts
$214K +$202K +1,985 New
EAN
1007
Excelsior Advisor Network
Colorado
$214K +$201K +1,978 New
HAG
1008
HighPoint Advisor Group
Illinois
$213K -$21.5K -211 -10%
OBWG
1009
Onyx Bridge Wealth Group
New York
$213K +$201K +1,972 New
KP
1010
Keel Point
Alabama
$213K +$200K +1,969 New
BIG
1011
Brookwood Investment Group
Arizona
$211K +$199K +1,959 New
JE
1012
JMAC Enterprises
Pennsylvania
$211K +$199K +1,957 New
SP
1013
SmartHarvest Portfolios
Washington
$210K +$198K +1,948 New
SA
1014
Scarborough Advisors
Maryland
$210K -$7.12K -70 -3%
BFC
1015
Bedel Financial Consulting
Indiana
$208K +$196K +1,926 New
LIM
1016
Leavell Investment Management
Alabama
$207K +$195K +1,921 New
NW
1017
NewEdge Wealth
Pennsylvania
$207K +$195K +1,914 New
4WM
1018
49 Wealth Management
Texas
$205K +$193K +1,899 New
A
1019
Alongside
Texas
$205K +$193K +1,899 New
HBW
1020
Hazlett, Burt & Watson
West Virginia
$204K -$8.44K -83 -4%
LA
1021
Legacy Advisors
Pennsylvania
$203K +$192K +1,884 New
XWL
1022
XXI Wealth LLC
Illinois
$202K -$32.5K -320 -15%
BI
1023
Bolthouse Investments
California
$202K +$190K +1,867 New
PCP
1024
Proficio Capital Partners
Massachusetts
$201K +$189K +1,863 New
RIA
1025
Realta Investment Advisors
Delaware
$201K +$189K +1,858 New
39 40
41
42 43