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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
726
Washington Trust Advisors
Massachusetts
$627K – – –
QI
727
Qtron Investments
Massachusetts
$619K +$152K +1,228 +25%
JWCA
728
J.W. Coons Advisors
Ohio
$615K – – –
DAS
729
Dynamic Advisor Solutions
Arizona
$611K +$55.9K +451 +8%
SFA
730
Source Financial Advisors
New York
$610K -$26.3K -212 -3%
USCWA
731
U.S. Capital Wealth Advisors
Texas
$609K +$1.49K +12 +0.2%
FAIM
732
Financial Advocates Investment Management
Washington
$608K -$406K -3,277 -35%
OPS
733
Orion Portfolio Solutions
Nebraska
$603K +$22.7K +183 +3%
TCM
734
Telos Capital Management
California
$601K +$744 +6 +0.1%
II
735
Ibex Investors
Colorado
$599K +$732K +5,900 New
GIM
736
Groesbeck Investment Management
New Jersey
$596K – – –
MME
737
Meag Munich Ergo
Germany
$594K -$278K -2,239 -28%
CPO
738
Cerity Partners OCIO
New York
$592K +$61.1K +493 +9%
WA1
739
Wimmer Associates 1
California
$591K -$94.5K -762 -12%
ATC
740
Argent Trust Co
Tennessee
$587K +$55.3K +446 +8%
MLA
741
My Legacy Advisors
Oregon
$576K -$39.9K -322 -5%
BCM
742
Brasada Capital Management
Texas
$576K -$24.8K -200 -3%
SFCL
743
Strengthening Families & Communities LLC
Massachusetts
$576K +$59.4K +479 +9%
PIA
744
Pinion Investment Advisors
Kansas
$572K +$620 +5 +0.1%
MFG
745
Menard Financial Group
Texas
$571K +$16.4K +132 +2%
SACTSONJ
746
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$569K – – –
GM
747
GeoWealth Management
Illinois
$566K -$29.1K -235 -4%
AIS
748
American Investment Services
Massachusetts
$563K +$19.5K +157 +3%
ZB
749
Zions Bancorporation
Utah
$563K +$480K +3,873 +232%
AAIM
750
American Assets Investment Management
California
$560K +$249K +2,011 +58%
28 29
30
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