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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Evermay Wealth Management
Virginia
$101K – – –
RA
1052
Ransom Advisory
Rhode Island
$101K – – –
SIM
1053
Sentry Investment Management
Wisconsin
$100K -$35.7K -313 -23%
ICM
1054
Islay Capital Management
Texas
$99.8K – – –
UCB
1055
United Community Bank
South Carolina
$99.6K +$60.6K +532 +148%
CSB
1056
City State Bank
Iowa
$98.2K – – –
AA
1057
Addison Advisors
Vermont
$98.1K -$9.12K -80 -8%
WT
1058
Washington Trust
Rhode Island
$97.9K -$43.4K -381 -30%
CPG
1059
Cornerstone Planning Group
New Jersey
$95.3K +$48.7K +427 +84%
LP
1060
LMR Partners
United Kingdom
$94.5K +$47.6K +418 +98%
GSWM
1061
Golden State Wealth Management
California
$94.4K +$84.7K +743 +728%
DJSG
1062
D.J. St. Germain
Massachusetts
$93.5K – – –
HWA
1063
HHM Wealth Advisors
Tennessee
$90.3K -$1.02K -9 -1%
MCM
1064
Manchester Capital Management
Vermont
$87K +$15.4K +135 +21%
PG
1065
Proffitt & Goodson
Tennessee
$86.3K – – –
CWM
1066
Compass Wealth Management
Connecticut
$84.2K – – –
C
1067
Covestor
United Kingdom
$83K -$8.55K -75 -9%
LI
1068
LRI Investments
Florida
$82.3K +$8.43K +74 +11%
IWP
1069
IAG Wealth Partners
Wisconsin
$81.9K +$49.7K +436 +147%
SSB
1070
Sandy Spring Bank
Maryland
$81.8K – – –
CWM
1071
Crowley Wealth Management
Delaware
$81.3K – – –
ZBNA
1072
Zions Bancorporation, National Association
Utah
$81.2K +$82.8K +727 New
FCMT
1073
Founders Capital Management (Texas)
Texas
$78.2K – – –
JWA
1074
JFS Wealth Advisors
Pennsylvania
$77.3K -$1.48K -13 -2%
IHWM
1075
Iron Horse Wealth Management
Iowa
$76.5K +$342 +3 +0.4%
41 42
43
44 45