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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
DT
601
Diversified Trust
Tennessee
$431K -$17K -195 -4%
DLA
602
Douglas Lane & Associates
New York
$429K -$19.7K -225 -4%
TCM
603
Telos Capital Management
California
$429K +$467K +5,341 New
Bessemer Group
604
Bessemer Group
New Jersey
$427K +$262K +2,997 +130%
TNA
605
True North Advisors
Texas
$425K +$45.7K +523 +11%
RDWM
606
Red Door Wealth Management
Tennessee
$425K +$248K +2,844 +116%
SFS
607
Sowell Financial Services
Arkansas
$424K +$7.43K +85 +2%
CBA
608
Coastal Bridge Advisors
Connecticut
$423K +$459K +5,259 New
ATC
609
Argent Trust Co
Tennessee
$422K +$23.3K +267 +5%
SCM
610
Shelton Capital Management
Colorado
$422K +$69.5K +796 +18%
BCM
611
Boltwood Capital Management
California
$418K
PWPS
612
Pinnacle Wealth Planning Services
Ohio
$414K +$71.5K +819 +19%
BFA
613
Beacon Financial Advisory
Ohio
$414K +$235K +2,692 +109%
EI
614
Ethic Inc
New York
$413K +$126K +1,440 +39%
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$412K -$42.1K -482 -9%
NWP
616
Northstar Wealth Partners
Connecticut
$409K
GVAG
617
Great Valley Advisor Group
Delaware
$408K +$233K +2,669 +111%
LOAME
618
Lombard Odier Asset Management (Europe)
United Kingdom
$406K -$175K -2,006 -28%
DWT
619
Dorsey & Whitney Trust
South Dakota
$406K +$62.3K +713 +16%
CBFP
620
Cedar Brook Financial Partners
Ohio
$405K +$56.3K +644 +15%
JIC
621
Johnson Investment Counsel
Ohio
$405K +$234K +2,677 +113%
LOAMS
622
Lombard Odier Asset Management (Switzerland)
Switzerland
$390K -$349 -4 -0.1%
AFM
623
Andesa Financial Management
Pennsylvania
$382K +$54.8K +627 +15%
UR
624
USCA RIA
Texas
$381K -$70.5K -807 -15%
SAM
625
Strategy Asset Managers
California
$381K +$415K +4,749 New