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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
751
Liberty Wealth Management
California
$85K -$35.5K -406 -28%
PCM
752
Penserra Capital Management
California
$80K +$3.76K +43 +5%
LC
753
Lindbrook Capital
California
$79K -$1.14K -13 -1%
GWM
754
Geneos Wealth Management
Colorado
$77K -$20.2K -231 -19%
CAM
755
CenterStar Asset Management
Illinois
$77K – – –
PCFFS
756
Pacific Center for Financial Services
California
$77K – – –
FHA
757
First Horizon Advisors
Tennessee
$72K +$2.1K +24 +3%
LWANC
758
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K +$75.7K +866 New
APC
759
Aspire Private Capital
North Carolina
$66K – – –
HR
760
Howe & Rusling
New York
$61K -$192K -2,198 -74%
GEA
761
Glen Eagle Advisors
New Jersey
$60.1K +$9.96K +114 +18%
AAP
762
Arax Advisory Partners
Colorado
$60K +$65.2K +746 New
MHR
763
Matthew Hamilton Rosenberg
$58K +$62.5K +715 New
PFBT
764
Parkside Financial Bank & Trust
Missouri
$57K +$7.25K +83 +13%
OIA
765
Optimum Investment Advisors
Illinois
$56K – – –
HFA
766
HC Financial Advisors
California
$55K +$60K +687 New
BWM
767
BerganKDV Wealth Management
Minnesota
$52K +$3.58K +41 +7%
PCTC
768
Perkins Coie Trust Company
Washington
$51K – – –
RE
769
RBC Europe
United Kingdom
$47K – – –
PWMG
770
Prestige Wealth Management Group
New Jersey
$45K +$6.03K +69 +14%
GWMIA
771
Global Wealth Management Investment Advisory
Florida
$44K +$22.8K +261 +90%
CSS
772
Cubist Systematic Strategies
Connecticut
$43K -$4.53M -51,806 -99%
CCM
773
Covington Capital Management
California
$42K -$4.72K -54 -9%
BWA
774
BDO Wealth Advisors
Florida
$42K – – –
BC
775
Bartlett & Co
Ohio
$42K +$45.6K +522 New
29 30
31
32 33