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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
726
Oakwell Private Wealth Management
Texas
$801K – – –
WG
727
Winton Group
United Kingdom
$795K +$751K +4,924 New
GG
728
Gofen & Glossberg
Illinois
$793K – – –
JWM
729
Jackson Wealth Management
Florida
$789K -$1.63M -10,666 -69%
QI
730
Qtron Investments
Massachusetts
$786K – – –
NO
731
Ninety One
South Africa
$785K -$45.3K -297 -6%
DC
732
DeDora Capital
California
$784K +$741K +4,856 New
RWA
733
Ropes Wealth Advisors
Massachusetts
$781K -$210K -1,377 -22%
SFCL
734
Strengthening Families & Communities LLC
Massachusetts
$776K +$40.6K +266 +6%
DLA
735
Douglas Lane & Associates
New York
$775K – – –
FPCM
736
Financial Partners Capital Management
New York
$772K – – –
CCG
737
Cypress Capital Group
Florida
$771K +$70.3K +461 +11%
CBFP
738
Cedar Brook Financial Partners
Ohio
$770K +$3.97K +26 +0.5%
SWM
739
Segment Wealth Management
Texas
$763K – – –
SCM
740
Shelton Capital Management
Colorado
$758K – – –
AWA
741
Arete Wealth Advisors
Illinois
$754K +$105K +688 +17%
IWC
742
Integrated Wealth Concepts
Massachusetts
$750K +$209K +1,369 +42%
MFW
743
Meristem Family Wealth
Minnesota
$749K -$24.6K -161 -3%
BP
744
Ballentine Partners
Massachusetts
$749K +$88.7K +581 +14%
HBT
745
Heartland Bank & Trust
Illinois
$748K +$475K +3,112 +205%
CT
746
Columbia Trust
Oregon
$745K -$74.2K -486 -10%
MC
747
Moors & Cabot
Massachusetts
$744K -$167K -1,093 -19%
MCWS
748
McKinley Carter Wealth Services
West Virginia
$743K -$458 -3 -0.1%
ATC
749
Argent Trust Co
Tennessee
$736K +$14.2K +93 +2%
AIM
750
Alhambra Investment Management
Florida
$728K +$13.9K +91 +2%
28 29
30
31 32