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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SteelPeak Wealth
California
$823K +$787K +8,822 New
FMWA
552
Forvis Mazars Wealth Advisors
Missouri
$821K +$59.8K +670 +8%
BS
553
Boenning & Scattergood
Pennsylvania
$819K +$783K +8,775 New
FQ
554
First Quadrant
California
$809K +$657K +7,362 +565%
ECM
555
Everence Capital Management
Indiana
$808K – – –
WIA
556
Wealthstreet Investment Advisors
Texas
$806K – – –
IAA
557
Independent Advisor Alliance
North Carolina
$799K +$64.9K +728 +9%
WSCM
558
Wellington Shields Capital Management
New York
$798K +$1.78K +20 +0.2%
ARMT
559
Amica Retiree Medical Trust
Rhode Island
$796K -$83.5K -936 -10%
FB
560
Fulton Bank
Pennsylvania
$792K -$45.1K -506 -6%
SXL
561
Summit X LLC
Missouri
$783K +$8.47K +95 +1%
NSEDCP
562
NJ State Employees Deferred Compensation Plan
New Jersey
$762K – – –
BP
563
Ballentine Partners
Massachusetts
$760K -$132K -1,478 -15%
FPS
564
Fieldpoint Private Securities
Connecticut
$755K +$722K +8,092 New
LS
565
Livforsakringsbolaget Skandia
Sweden
$753K – – –
HCP
566
Holt Capital Partners
Texas
$739K +$11.2K +125 +2%
WCM
567
Windsor Capital Management
Arizona
$735K -$15.3K -171 -2%
CCM
568
Cadence Capital Management
Massachusetts
$731K -$830K -9,309 -54%
CBT
569
Capital Bank & Trust
California
$722K – – –
MCM
570
Maple Capital Management
Vermont
$720K -$603K -6,756 -47%
TPCW
571
TD Private Client Wealth
New York
$716K +$94.1K +1,055 +16%
PIA
572
Pinion Investment Advisors
Kansas
$711K -$63.1K -707 -8%
WA
573
Winfield Associates
Ohio
$704K +$102K +1,145 +18%
CCA
574
Checchi Capital Advisers
California
$698K -$7.76K -87 -1%
ASN
575
Advisory Services Network
Georgia
$694K -$130K -1,458 -16%
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