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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
726
First Foundation Advisors
California
$812K +$445K +4,016 +126%
SHFA
727
SC&H Financial Advisors
Maryland
$812K – – –
SWA
728
Stratos Wealth Advisors
Ohio
$811K +$797K +7,191 New
MW
729
Marcum Wealth
Ohio
$807K +$90K +812 +13%
BP
730
Ballentine Partners
Massachusetts
$804K +$84.3K +761 +12%
LAIC
731
Lederer & Associates Investment Counsel
California
$795K +$40.2K +363 +5%
HCM
732
HMS Capital Management
Tennessee
$783K -$182K -1,641 -19%
QI
733
Qtron Investments
Massachusetts
$782K +$92.8K +838 +14%
FCM
734
FJ Capital Management
Virginia
$769K -$19.4K -175 -3%
WTA
735
Washington Trust Advisors
Massachusetts
$769K +$72.3K +653 +11%
RWIA
736
Roger Wittlin Investment Advisory
California
$769K +$756K +6,822 New
SC
737
Saturna Capital
Washington
$768K +$4.99K +45 +0.7%
MCWS
738
McKinley Carter Wealth Services
West Virginia
$761K +$232K +2,096 +45%
SXL
739
Summit X LLC
Missouri
$760K -$31.2K -282 -4%
TCM
740
Telos Capital Management
California
$758K +$88.8K +802 +14%
CA
741
Crumly & Associates
Illinois
$755K -$152K -1,369 -17%
AAIM
742
American Assets Investment Management
California
$755K +$132K +1,188 +22%
GHAM
743
Gilman Hill Asset Management
Connecticut
$751K +$17.7K +160 +2%
GRP
744
Global Retirement Partners
California
$743K +$18.2K +164 +3%
IIM
745
InTrack Investment Management
Vermont
$741K +$239K +2,160 +49%
SFA
746
Sequoia Financial Advisors
Ohio
$734K +$361K +3,258 +100%
DAS
747
Dynamic Advisor Solutions
Arizona
$731K +$52.3K +472 +8%
SS
748
Simplicity Solutions
Minnesota
$731K +$168K +1,516 +31%
MFG
749
Menard Financial Group
Texas
$711K +$76.1K +687 +12%
SIM
750
Sentry Investment Management
Wisconsin
$711K +$152K +1,372 +28%
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