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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
676
Oakwell Private Wealth Management
Texas
$642K -$729K -5,615 -52%
FCH
677
Freestone Capital Holdings
Washington
$642K +$193K +1,490 +41%
RA
678
RFG Advisory
Alabama
$639K +$49.3K +380 +8%
CYG
679
Clean Yield Group
Vermont
$635K -$7.53K -58 -1%
CT
680
Columbia Trust
Oregon
$635K +$6.36K +49 +1%
PA
681
PFG Advisors
Arizona
$633K – – –
RWM
682
Ritholtz Wealth Management
New York
$628K +$50.1K +386 +8%
UAML
683
US Asset Management LLC
Pennsylvania
$627K +$648K +4,996 New
DLA
684
Douglas Lane & Associates
New York
$625K -$3.63K -28 -0.6%
TCM
685
Telos Capital Management
California
$619K +$2.6K +20 +0.4%
AWA
686
Arkadios Wealth Advisors
Georgia
$617K +$46.6K +359 +8%
CMO
687
Covenant Multifamily Offices
Texas
$616K -$11.7K -90 -2%
SC
688
Savant Capital
Illinois
$616K +$145K +1,117 +29%
OPS
689
Orion Portfolio Solutions
Nebraska
$614K +$111K +857 +21%
QI
690
Qtron Investments
Massachusetts
$611K +$78.9K +608 +14%
GG
691
Gofen & Glossberg
Illinois
$609K +$16.1K +124 +3%
AWM
692
Apollon Wealth Management
South Carolina
$608K +$122K +941 +24%
WCA
693
Westover Capital Advisors
Delaware
$606K -$3.5K -27 -0.6%
SCM
694
Shelton Capital Management
Colorado
$606K – – –
BWP
695
BSW Wealth Partners
Colorado
$603K +$123K +949 +25%
FPCM
696
Financial Partners Capital Management
New York
$599K +$10.4K +80 +2%
HI
697
Horizon Investments
North Carolina
$597K +$29.1K +224 +5%
DAS
698
Dynamic Advisor Solutions
Arizona
$587K +$183K +1,413 +43%
OPPTF
699
OPSEU Pension Plan Trust Fund
Ontario, Canada
$582K -$17.8K -137 -3%
AIM
700
Alhambra Investment Management
Florida
$579K – – –
26 27
28
29 30