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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1301
EQ Wealth Advisors
Texas
$10.1K +$9.54K +89 New
DWM
1302
Dogwood Wealth Management
Kansas
$10K -$429 -4 -4%
PK
1303
Pflug Koory
Nebraska
$9.96K -$9.97K -93 -51%
WAS
1304
Winch Advisory Services
Wisconsin
$9.66K +$107 +1 +1%
MBFW
1305
Morton Brown Family Wealth
Pennsylvania
$9.6K – – –
PIS
1306
POM Investment Strategies
North Carolina
$9.48K +$9.01K +84 New
SR
1307
Swiss Re
Switzerland
$9.48K +$9.01K +84 New
IPS
1308
Investors Portfolio Services
Washington
$9.38K +$8.9K +83 New
ODE
1309
O'Domhnaill Enterprises
Wyoming
$9.26K +$8.79K +82 New
CAIM
1310
Catherine Avery Investment Management
Florida
$9.03K – – –
RBC
1311
Roble Belko & Company
Pennsylvania
$9K – – –
SWA
1312
Strategic Wealth Advisors
Arizona
$9K +$9.44K +88 New
CFFP
1313
Center for Financial Planning
Michigan
$8.77K – – –
1M
1314
1248 Management
Missouri
$8.58K – – –
HHMI
1315
Howard Hughes Medical Institute
Maryland
$8.58K – – –
MSWM
1316
Mowery & Schoenfeld Wealth Management
Illinois
$8.47K +$1.82K +17 +29%
MS
1317
Monetary Solutions
Ohio
$8.47K +$8.04K +75 New
BAM
1318
Bellevue Asset Management
Washington
$8.46K – – –
SFFS
1319
Stonehage Fleming Financial Services
Jersey
$8.35K – – –
MB
1320
MidFirst Bank
Oklahoma
$8.35K +$7.93K +74 New
CFG
1321
Clayton Financial Group
Missouri
$8.24K +$4.4K +41 +128%
TF
1322
Tompkins Financial
New York
$8.24K – – –
QL
1323
Quarry LP
New York
$8.13K +$7.51K +70 +3,500%
AP
1324
Atwood & Palmer
Missouri
$8.02K – – –
CFM
1325
Cornerstone Financial Management
Massachusetts
$8.01K +$7.61K +71 New
51 52
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