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Prudential Financial
PRU

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
1351
POM Investment Strategies
North Carolina
$1.9K – – –
BHWM
1352
Beaird Harris Wealth Management
Texas
$1.78K – – –
KHC
1353
Koesten Hirschmann & Crabtree
Kansas
$1.66K – – –
HWP
1354
Highline Wealth Partners
California
$1.55K – – –
IA
1355
IFS Advisors
Kansas
$1.42K – – –
CAWM
1356
Capital A Wealth Management
Pennsylvania
$1.42K +$1.48K +12 New
CYG
1357
Clean Yield Group
Vermont
$1.3K – – –
CAC
1358
Core Alternative Capital
Georgia
$1.19K – – –
GWSA
1359
Global Wealth Strategies & Associates
Colorado
$1.19K – – –
PGAM
1360
Princeton Global Asset Management
New Jersey
$1.19K – – –
CAM
1361
Chesapeake Asset Management
New York
$1.19K +$617 +5 +100%
PSFG
1362
Park Square Financial Group
Georgia
$1.19K +$1.24K +10 New
PWA
1363
Principia Wealth Advisory
Texas
$1.19K +$1.24K +10 New
NMG
1364
New Millennium Group
Utah
$1.12K +$494 +4 +80%
SO
1365
Sierra Ocean
California
$1.11K +$1.11K +9 New
WW
1366
Winnow Wealth
Texas
$904 +$988 +8 New
TWD
1367
True Wealth Design
Ohio
$869 +$864 +7 New
WWM
1368
Wolff Wiese Magana
California
$593 – – –
SAM
1369
Synergy Asset Management
Washington
$484 +$494 +4 New
WA
1370
WestEnd Advisors
North Carolina
$474 +$123 +1 +33%
NS
1371
NBC Securities
Alabama
$270 -$280K -2,265 -100%
RPA
1372
Redwood Park Advisors
California
$238 +$247 +2 New
A
1373
AlphaQuest
New York
$237 +$247 +2 New
CSWM
1374
Cassady Schiller Wealth Management
Ohio
$119 +$123 +1 New
FWIA
1375
Fort Washington Investment Advisors
Ohio
– -$36.5M -301,265 Closed
53 54
55
56 57