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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
726
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
NIC
727
Northwest Investment Counselors
Oregon
$4K +$3.72K +45 New
GWAG
728
Garrett Wealth Advisory Group
Texas
$3.66K +$3.56K +43 New
OC
729
Oakworth Capital
Alabama
$3K – – –
HI
730
Hudock Inc
Pennsylvania
$3K +$3.81K +46 New
AA
731
Advisory Alpha
Michigan
$2.48K +$2.4K +29 New
GWMIA
732
Global Wealth Management Investment Advisory
Florida
$2K – – –
IRC
733
Investors Research Corp
Georgia
$2K – – –
LWA
734
Lowe Wealth Advisors
Maryland
$2K – – –
CBT
735
Central Bank & Trust
Kentucky
$2K +$1.66K +20 New
WWM
736
Willingdon Wealth Management
North Carolina
$2K +$2.32K +28 New
RFM
737
Royal Fund Management
Florida
$2K +$2.48K +30 New
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53K – – –
AWM
739
Avior Wealth Management
Nebraska
$1K – – –
CIR
740
Clear Investment Research
Georgia
$1K – – –
EI
741
Ellevest Inc
New York
$1K +$662 +8 New
BC
742
Barnett & Company
Tennessee
$1K +$1.07K +13 New
PWP
743
Personal Wealth Partners
Minnesota
$1K +$1.24K +15 New
BFC
744
Bedel Financial Consulting
Indiana
$1K +$1.41K +17 New
TFS
745
TrustCore Financial Services
Tennessee
$1K +$1.41K +17 New
SWP
746
Strategic Wealth Partners
Ohio
$14 +$13.9K +168 New
BC
747
Brookfield Corp
Ontario, Canada
– -$143M -1,779,879 Closed
CBOA
748
Commonwealth Bank of Australia
Australia
– -$53.6M -669,630 Closed
CGM
749
Capital Growth Management
Massachusetts
– -$31.2M -390,000 Closed
WCA
750
Waratah Capital Advisors
Ontario, Canada
– -$29.5M -368,888 Closed
28 29
30
31 32