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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$475K -$35K -299 -7%
BP
727
Ballentine Partners
Massachusetts
$471K +$7.83K +67 +2%
GHAM
728
Gilman Hill Asset Management
Connecticut
$470K +$61.6K +527 +15%
AWM
729
Apollon Wealth Management
South Carolina
$467K -$117 -1 -0%
CH
730
Canton Hathaway
Rhode Island
$466K – – –
SFM
731
Signet Financial Management
New Jersey
$464K -$39.4K -337 -8%
BWP
732
BSW Wealth Partners
Colorado
$462K +$139K +1,192 +45%
SIA
733
Strategic Investment Advisors
Michigan
$460K +$177K +1,516 +65%
AFM
734
Andesa Financial Management
Pennsylvania
$457K -$74.3K -636 -14%
MAFM
735
Mid Atlantic Financial Management
Pennsylvania
$457K +$468 +4 +0.1%
KPW
736
Kore Private Wealth
New York
$456K +$40K +342 +10%
XT
737
XTX Topco
Cayman Islands
$454K -$396K -3,388 -47%
SC
738
Savant Capital
Illinois
$453K +$10.6K +91 +2%
FBB
739
Fulton Breakefield Broenniman
Maryland
$452K +$29K +248 +7%
CG
740
Cutler Group
California
$450K -$668K -5,712 -60%
FM
741
Foster & Motley
Ohio
$445K -$31.9K -273 -7%
BFA
742
Beacon Financial Advisory
Ohio
$443K +$1.4K +12 +0.3%
JWS
743
Juncture Wealth Strategies
Arizona
$440K +$397K +3,400 New
MS
744
Maven Securities
Jersey
$439K +$429K +3,672 New
PTC
745
Private Trust Company
Ohio
$437K -$3.97K -34 -0.9%
HCM
746
HMS Capital Management
Tennessee
$435K -$18.5K -158 -4%
FCH
747
Freestone Capital Holdings
Washington
$434K -$6.55K -56 -2%
NAS
748
Nicolet Advisory Services
Wisconsin
$424K – – –
BU
749
BBVA USA
Alabama
$424K +$414K +3,544 New
ISWM
750
Independent Solutions Wealth Management
New York
$419K +$410K +3,506 New
28 29
30
31 32