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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$722K +$207K +1,497 +32%
GRP
702
Global Retirement Partners
California
$721K +$34.8K +252 +4%
WA1
703
Wimmer Associates 1
California
$718K – – –
CA
704
Continuum Advisory
Idaho
$713K -$46.7K -338 -5%
JWCA
705
J.W. Coons Advisors
Ohio
$712K – – –
PPWM
706
Paragon Private Wealth Management
Kentucky
$706K +$830K +6,005 New
MPPLM
707
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$704K +$7.6K +55 +0.9%
USCWA
708
U.S. Capital Wealth Advisors
Texas
$704K +$10.1K +73 +1%
ACM
709
AlphaStar Capital Management
North Carolina
$698K +$35.9K +260 +5%
CW
710
CreativeOne Wealth
Kansas
$696K +$94.3K +682 +13%
TCM
711
Telos Capital Management
California
$696K +$107K +772 +15%
BCM
712
Brasada Capital Management
Texas
$691K -$7.84M -56,736 -91%
GM
713
GeoWealth Management
Illinois
$682K -$33.7K -244 -4%
AIM
714
Axiom Investment Management
New York
$682K +$44.9K +325 +6%
CSS
715
Cubist Systematic Strategies
Connecticut
$680K +$799K +5,782 New
LS
716
Livforsakringsbolaget Skandia
Sweden
$679K -$332K -2,400 -29%
OPS
717
Orion Portfolio Solutions
Nebraska
$677K -$13.8K -100 -2%
SGI
718
Summit Global Investments
Utah
$671K +$87.1K +630 +12%
IA
719
IFP Advisors
Florida
$668K – – –
PIA
720
Pinion Investment Advisors
Kansas
$661K -$61.1K -442 -7%
SACTSONJ
721
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$659K – – –
DAS
722
Dynamic Advisor Solutions
Arizona
$655K -$64.8K -469 -8%
MFG
723
Menard Financial Group
Texas
$646K -$3.46K -25 -0.5%
AWM
724
Angeles Wealth Management
California
$644K -$811K -5,868 -52%
PVH
725
Psagot Value Holdings
Israel
$639K +$227K +1,640 +43%
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