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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
651
NovaPoint Capital
Georgia
$1.17M +$63.4K +425 +7%
SIM
652
Sentry Investment Management
Wisconsin
$1.16M +$35.5K +238 +4%
SS
653
Simplicity Solutions
Minnesota
$1.16M +$535K +3,585 +108%
CAAS
654
Capital Asset Advisory Services
Michigan
$1.16M +$20.6K +138 +2%
AAS
655
Avantax Advisory Services
Texas
$1.16M -$180K -1,206 -15%
PCA
656
Personal Capital Advisors
California
$1.15M +$16.1K +108 +2%
CGL
657
Clarius Group LLC
Washington
$1.15M +$40.7K +273 +4%
OPPTF
658
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.14M +$340K +2,280 +49%
RFC
659
Regions Financial Corp
Alabama
$1.13M +$86K +576 +9%
AWE
660
Avidian Wealth Enterprises
Texas
$1.13M +$27.8K +186 +3%
SPC
661
Sigma Planning Corp
Michigan
$1.13M +$64.2K +430 +7%
SFA
662
Source Financial Advisors
New York
$1.1M -$21K -141 -2%
FCH
663
Freestone Capital Holdings
Washington
$1.1M +$213K +1,429 +28%
DWT
664
Dorsey & Whitney Trust
South Dakota
$1.1M +$30.9K +207 +3%
VWM
665
Venturi Wealth Management
Texas
$1.09M -$86.6K -580 -8%
EMG
666
ETF Managers Group
New Jersey
$1.09M +$46.1K +309 +5%
MGP
667
Metis Global Partners
California
$1.08M +$962K +6,443 New
AIS
668
American Investment Services
Massachusetts
$1.08M – – –
GM
669
GeoWealth Management
Illinois
$1.07M -$3.73K -25 -0.4%
SSG
670
Summit Securities Group
New York
$1.07M +$952K +6,378 New
BBA
671
Baader Bank Aktiengesellschaft
Germany
$1.07M +$946K +6,335 New
SIC
672
Sterling Investment Counsel
New York
$1.06M +$944K +6,325 New
M
673
Mirova
France
$1.06M -$287K -1,921 -23%
RWA
674
Ropes Wealth Advisors
Massachusetts
$1.05M -$1.38M -9,261 -60%
WTA
675
Washington Trust Advisors
Massachusetts
$1.04M +$921K +6,170 New
25 26
27
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