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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Compass Wealth Management
Connecticut
$78.2K – – –
SIS
1002
Strategic Investment Solutions
Illinois
$77.3K -$1.09M -11,414 -94%
CCA
1003
Criterion Capital Advisors
Tennessee
$75K +$69.3K +723 New
JWA
1004
JFS Wealth Advisors
Pennsylvania
$73.5K -$15.4K -161 -19%
SAI
1005
Systematic Alpha Investments
New Jersey
$73.3K – – –
FCMT
1006
Founders Capital Management (Texas)
Texas
$72.6K – – –
LTI
1007
Laffer Tengler Investments
Tennessee
$71.2K -$288 -3 -0.4%
DIP
1008
DT Investment Partners
Pennsylvania
$71.2K – – –
TSWM
1009
Tyler-Stone Wealth Management
Ohio
$70.7K +$12.6K +131 +24%
ME
1010
McIlrath & Eck
Washington
$69.5K +$9.78K +102 +18%
WPA
1011
West Paces Advisors
Georgia
$68.4K +$384 +4 +0.6%
TFGT
1012
TS Financial Group (TSFG)
Illinois
$65K +$288 +3 +0.5%
SC
1013
SouthState Corp
Florida
$64.5K -$119K -1,236 -67%
HIA
1014
Harbor Investment Advisory
Maryland
$63.3K – – –
CG
1015
Cutler Group
California
$63K +$17.6K +184 +43%
LWCFA
1016
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K – – –
FCA
1017
FinTrust Capital Advisors
South Carolina
$62.2K – – –
LA
1018
LM Advisors
California
$61K +$56.4K +588 New
RWM
1019
Raffa Wealth Management
District of Columbia
$60.4K +$480 +5 +0.9%
IBOK
1020
Independence Bank of Kentucky
Kentucky
$59.8K -$19.2K -200 -26%
CPG
1021
Cornerstone Planning Group
New Jersey
$59.5K – – –
KFI
1022
Key Financial Inc
Pennsylvania
$58.4K +$384 +4 +0.7%
MFA
1023
McClarren Financial Advisors
Pennsylvania
$57K +$671 +7 +1%
AIC
1024
Archer Investment Corporation
Indiana
$56.1K +$576 +6 +1%
GWS
1025
Glassman Wealth Services
Virginia
$56K +$1.25K +13 +2%
39 40
41
42 43