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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1026
Mine & Arao Wealth Creation & Management
California
$17.6K – – –
TIM
1027
Thompson Investment Management
Wisconsin
$17.6K – – –
KA
1028
Kozak & Associates
Colorado
$17.4K +$167 +2 +1%
TCPG
1029
Trivant Custom Portfolio Group
California
$17.1K – – –
LFG
1030
Larson Financial Group
Missouri
$17.1K +$8.7K +104 +117%
C
1031
Covestor
United Kingdom
$17K -$19K -227 -54%
WAS
1032
Winch Advisory Services
Wisconsin
$17K +$167 +2 +1%
AW
1033
Avion Wealth
Texas
$17K +$8.37K +100 +100%
HF
1034
Halpern Financial
Virginia
$16.9K – – –
IPW
1035
Impact Partnership Wealth
Georgia
$16.2K +$15.4K +184 New
PK
1036
Pflug Koory
Nebraska
$16K – – –
SIS
1037
Strategic Investment Solutions
Illinois
$15.5K -$4.52K -54 -22%
NECFA
1038
New England Capital Financial Advisors
Connecticut
$15K – – –
CB
1039
Centennial Bank
Arkansas
$14.6K – – –
CWA
1040
Clearview Wealth Advisors
Oregon
$14.6K – – –
AT
1041
Avalon Trust
New Mexico
$14.5K – – –
TIM
1042
Tortoise Investment Management
New York
$14.5K – – –
GBT
1043
Grove Bank & Trust
Florida
$14.2K – – –
CTWM
1044
Cherry Tree Wealth Management
Minnesota
$14.1K +$13.4K +160 New
OLVIG
1045
Oliver Lagore Vanvalin Investment Group
Michigan
$14.1K -$15.9K -190 -54%
PFG
1046
Piershale Financial Group
Illinois
$14K – – –
CFD
1047
Creative Financial Designs
Indiana
$13.8K -$4.02K -48 -23%
CAC
1048
Core Alternative Capital
Georgia
$13.5K +$2.85K +34 +29%
CFS
1049
CGC Financial Services
Oregon
$13.3K +$12.6K +151 New
WSCM
1050
Wellington Shields Capital Management
New York
$13.2K – – –
40 41
42
43 44