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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1176
Community Financial Services Group
Vermont
$37.8K – – –
DWM
1177
Darwin Wealth Management
Florida
$37K +$102 +1 +0.3%
FP
1178
Financial Perspectives
Minnesota
$36.5K – – –
CIA
1179
Cape Investment Advisory
Georgia
$35.7K +$33.6K +330 New
PCFFS
1180
Pacific Center for Financial Services
California
$35.4K – – –
OCWP
1181
Owl Creek Wealth Partners
Colorado
$35.4K +$3.05K +30 +10%
JFGIW
1182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.9K – – –
SW
1183
StrongBox Wealth
Missouri
$34.5K +$32.5K +320 New
BTC
1184
Bank & Trust Company
Illinois
$34.3K – – –
MAM
1185
Morse Asset Management
Connecticut
$34.3K +$19.3K +190 +148%
USB
1186
Union Savings Bank
Connecticut
$33.7K – – –
QL
1187
Quarry LP
New York
$33.7K +$31.7K +312 New
PFSC
1188
Peoples Financial Services Corp
Pennsylvania
$33.7K – – –
RDFA
1189
Ritter Daniher Financial Advisory
Ohio
$32.8K -$26.3K -259 -46%
WA
1190
Walsh & Associates
Florida
$32.5K +$2.75K +27 +10%
MSFP
1191
Mark Sheptoff Financial Planning
Connecticut
$32.4K – – –
ETS
1192
ESL Trust Services
New York
$31.2K – – –
SWP
1193
Strategic Wealth Partners
Ohio
$30.2K -$1.02K -10 -3%
SIM
1194
Synergy Investment Management
Florida
$30K +$5.19K +51 +23%
MHR
1195
Matthew Hamilton Rosenberg
$29.1K – – –
TLA
1196
Tanglewood Legacy Advisors
Texas
$29K – – –
GKIM
1197
GW&K Investment Management
Massachusetts
$29K +$7.12K +70 +36%
MLA
1198
MB, Levis & Associates
Pennsylvania
$28.8K – – –
MWA
1199
Medallion Wealth Advisors
Connecticut
$28.5K -$10.1K -99 -27%
FC
1200
Financial Consulate
Maryland
$28.4K +$14.6K +144 +121%
46 47
48
49 50