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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
626
Marcum Wealth
Ohio
$829K -$47.4K -365 -5%
CG
627
Caprock Group
Idaho
$829K +$34K +262 +4%
AWE
628
Avidian Wealth Enterprises
Texas
$821K +$40.8K +314 +5%
CGL
629
Clarius Group LLC
Washington
$819K +$19.2K +148 +2%
NC
630
NovaPoint Capital
Georgia
$815K +$73.8K +569 +10%
DT
631
Diversified Trust
Tennessee
$813K -$245K -1,888 -23%
AIS
632
American Investment Services
Massachusetts
$805K – – –
GM
633
GeoWealth Management
Illinois
$804K -$33.6K -259 -4%
BAM
634
Belpointe Asset Management
Nevada
$798K -$1.04K -8 -0.1%
DWT
635
Dorsey & Whitney Trust
South Dakota
$791K +$9.21K +71 +1%
SPC
636
Sigma Planning Corp
Michigan
$789K +$432K +3,332 +113%
MFG
637
Menard Financial Group
Texas
$788K +$34.5K +266 +4%
GIA
638
Gateway Investment Advisers
Ohio
$782K -$21.2K -163 -3%
EMG
639
ETF Managers Group
New Jersey
$782K +$66.7K +514 +9%
UFF
640
USA Financial Formulas
Michigan
$776K +$803K +6,187 New
RFC
641
Regions Financial Corp
Alabama
$773K +$7.4K +57 +0.9%
XT
642
XTX Topco
Cayman Islands
$773K +$308K +2,370 +62%
IF
643
Intrua Financial
Texas
$758K -$11.3K -87 -2%
LAIC
644
Lederer & Associates Investment Counsel
California
$752K +$63.1K +486 +9%
BIP
645
Blueprint Investment Partners
North Carolina
$746K +$772K +5,947 New
WA1
646
Wimmer Associates 1
California
$742K +$41.3K +318 +6%
CAS
647
Cascadia Advisory Services
Oregon
$741K -$60.1K -463 -7%
ACS
648
Archford Capital Strategies
Illinois
$739K -$4.15K -32 -0.5%
FC
649
FORA Capital
Florida
$737K -$1.38M -10,598 -64%
JWCA
650
J.W. Coons Advisors
Ohio
$735K – – –
24 25
26
27 28