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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
651
Stratos Wealth Partners
Ohio
$907K -$27.2K -197 -2%
DT
652
Diversified Trust
Tennessee
$906K -$22.8K -165 -2%
BC
653
Burney Company
Virginia
$904K -$59.3K -429 -5%
TBA
654
Tower Bridge Advisors
Pennsylvania
$903K -$76K -550 -7%
ASN
655
Advisory Services Network
Georgia
$902K +$108K +782 +11%
ECM
656
Element Capital Management
New York
$900K +$352K +2,549 +50%
GIA
657
Gladstone Institutional Advisory
Florida
$899K +$861K +6,231 +441%
OPPTF
658
OPSEU Pension Plan Trust Fund
Ontario, Canada
$897K +$71.2K +515 +7%
VWM
659
Venturi Wealth Management
Texas
$886K +$75.3K +545 +8%
CGL
660
Clarius Group LLC
Washington
$882K +$96.1K +695 +10%
FMAEN1
661
Fund Management at Engine No 1
California
$879K +$167K +1,210 +19%
BCM
662
Bourgeon Capital Management
Connecticut
$879K +$1M +7,250 +3,222%
RA
663
RFG Advisory
Alabama
$878K +$222K +1,604 +32%
M
664
Mirova
France
$870K +$163K +1,180 +19%
ECA
665
Endeavour Capital Advisors
Connecticut
$865K -$2.1M -15,166 -67%
CP
666
Covenant Partners
Tennessee
$863K – – –
CAAS
667
Capital Asset Advisory Services
Michigan
$856K +$13.3K +96 +1%
ECM
668
Evergreen Capital Management
Washington
$853K -$2.81M -20,314 -74%
IAG
669
Investment Advisory Group
Massachusetts
$852K – – –
SHFA
670
SC&H Financial Advisors
Maryland
$847K -$112K -809 -10%
TCM
671
Tufton Capital Management
Maryland
$835K – – –
BWP
672
BSW Wealth Partners
Colorado
$835K +$195K +1,413 +25%
AWA
673
Arkadios Wealth Advisors
Georgia
$831K +$149K +1,080 +18%
SFCL
674
Strengthening Families & Communities LLC
Massachusetts
$822K +$54.5K +394 +8%
MW
675
Marcum Wealth
Ohio
$816K +$44.7K +323 +5%
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