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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
726
Telos Capital Management
California
$822K -$8.06K -54 -1%
BFA
727
BMS Financial Advisors
South Dakota
$821K +$728K +4,879 New
QI
728
Qtron Investments
Massachusetts
$820K – – –
MFW
729
Meristem Family Wealth
Minnesota
$808K -$67.5K -452 -9%
DLA
730
Douglas Lane & Associates
New York
$808K -$27.5K -184 -4%
FPCM
731
Financial Partners Capital Management
New York
$805K – – –
ACM
732
AlphaStar Capital Management
North Carolina
$801K +$267K +1,789 +52%
CBFP
733
Cedar Brook Financial Partners
Ohio
$798K +$26.3K +176 +4%
SWM
734
Segment Wealth Management
Texas
$796K +$226K +1,515 +47%
GC
735
Gilbert & Cook
Iowa
$794K +$29.1K +195 +4%
SCM
736
Shelton Capital Management
Colorado
$790K -$20.4K -137 -3%
MCWS
737
McKinley Carter Wealth Services
West Virginia
$775K +$597 +4 +0.1%
HCM
738
HMS Capital Management
Tennessee
$769K +$118K +792 +21%
CPO
739
Cerity Partners OCIO
New York
$765K +$119K +800 +21%
SFCL
740
Strengthening Families & Communities LLC
Massachusetts
$764K +$677K +4,535 New
BWP
741
BSW Wealth Partners
Colorado
$763K -$41.2K -276 -6%
ATC
742
Argent Trust Co
Tennessee
$751K +$7.16K +48 +1%
CA
743
Continuum Advisory
Idaho
$750K -$4.18K -28 -0.6%
UOC
744
UBS O'Connor
Illinois
$749K +$664K +4,450 New
PHAM
745
Palisades Hudson Asset Management
Florida
$744K – – –
AIM
746
Alhambra Investment Management
Florida
$743K -$29.9K -200 -4%
WCA
747
Westover Capital Advisors
Delaware
$740K -$65.2K -437 -9%
VCM
748
Virtue Capital Management
Tennessee
$736K -$29.6K -198 -4%
SIA
749
Strategic Investment Advisors
Michigan
$731K +$19K +127 +3%
MCM
750
MAI Capital Management
Ohio
$731K +$251K +1,681 +63%
28 29
30
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