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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
601
Institutional & Family Asset Management
Colorado
$7K +$7.09K +114 New
LA
602
Legacy Advisors
Pennsylvania
$6K -$3.36K -54 -35%
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$6K +$4.41K +71 +273%
OBWP
604
O'Brien Wealth Partners
Massachusetts
$6K +$6.22K +100 New
OIA
605
Optimum Investment Advisors
Illinois
$6K +$6.22K +100 New
PFA
606
Pathway Financial Advisors
Vermont
$6K +$6.22K +100 New
EA
607
Edge Advisors
Georgia
$5K – – –
MCM
608
Manchester Capital Management
Vermont
$5K – – –
AWA
609
Acorn Wealth Advisors
Michigan
$5K +$5.1K +82 New
CFA
610
Carroll Financial Associates
North Carolina
$4K – – –
CA
611
Crewe Advisors
Utah
$4K – – –
DWM
612
Destination Wealth Management
California
$4K +$3.54K +57 New
RWM
613
Raffa Wealth Management
District of Columbia
$3.02K +$2.98K +48 New
VFA
614
Valeo Financial Advisors
Indiana
$3K -$27K -435 -91%
AAP
615
Arax Advisory Partners
Colorado
$3K -$3.54K -57 -50%
POIA
616
Pin Oak Investment Advisors
Texas
$3K – – –
SLF
617
Sun Life Financial
Ontario, Canada
$2.42K -$62.8K -1,010 -87%
APSP
618
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K – – –
CAC
619
Certified Advisory Corp
Florida
$2K – – –
HWM
620
Holloway Wealth Management
Florida
$2K – – –
OFW
621
Omnia Family Wealth
Florida
$2K – – –
THWM
622
Taylor Hoffman Wealth Management
Virginia
$2K – – –
JA
623
JOYN Advisors
Georgia
$2K +$2.18K +35 New
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13K – – –
RFM
625
Royal Fund Management
Florida
$1K -$1.62K -26 -62%
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