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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1101
Annis Gardner Whiting Capital Advisors
Florida
$94.8K +$39.4K +319 +66%
CA
1102
Continuum Advisory
Idaho
$94.2K +$5.68K +46 +6%
PG
1103
Proffitt & Goodson
Tennessee
$91.6K – – –
CAS
1104
Coppell Advisory Solutions
Texas
$90.4K -$25.7K -208 -21%
CWM
1105
Compass Wealth Management
Connecticut
$89.4K – – –
SSB
1106
Sandy Spring Bank
Maryland
$86.8K – – –
CWM
1107
Crowley Wealth Management
Delaware
$86.3K +$89.9K +728 New
CCA
1108
Catalyst Capital Advisors
New York
$86.1K -$8.03K -65 -8%
CCA
1109
Criterion Capital Advisors
Tennessee
$84.7K – – –
JWA
1110
JFS Wealth Advisors
Pennsylvania
$83.6K +$123 +1 +0.1%
MA
1111
MCF Advisors
Kentucky
$83.1K -$2.35K -19 -3%
FCMT
1112
Founders Capital Management (Texas)
Texas
$83K – – –
IHWM
1113
Iron Horse Wealth Management
Iowa
$80.9K +$247 +2 +0.3%
OIA
1114
Optimum Investment Advisors
Illinois
$80K – – –
SC
1115
SouthState Corp
Florida
$80K – – –
DIP
1116
DT Investment Partners
Pennsylvania
$79.2K – – –
LI
1117
LRI Investments
Florida
$78.5K -$16.2K -131 -17%
MCM
1118
Manchester Capital Management
Vermont
$76.3K – – –
IBOK
1119
Independence Bank of Kentucky
Kentucky
$76.3K – – –
FFC
1120
First Financial Corp
Indiana
$75.6K – – –
TFGT
1121
TS Financial Group (TSFG)
Illinois
$75K +$370 +3 +0.5%
GEA
1122
Glen Eagle Advisors
New Jersey
$74K – – –
KFI
1123
Key Financial Inc
Pennsylvania
$73K -$1.11K -9 -1%
LWCFA
1124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.3K – – –
IIM
1125
Intact Investment Management
Quebec, Canada
$71.1K +$74.1K +600 New
43 44
45
46 47