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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
776
Buckhead Capital Management
Georgia
$390K +$1.95K +15 +0.5%
RHBC
777
R.H. Bluestein & Co
Michigan
$388K -$4.54K -35 -1%
OCG
778
Opus Capital Group
Ohio
$387K -$117K -900 -23%
JWCA
779
J.W. Cole Advisors
Florida
$387K +$19.9K +153 +5%
P
780
Pitcairn
Pennsylvania
$386K -$7.66K -59 -2%
OWA
781
Outlook Wealth Advisors
Texas
$385K +$7.92K +61 +2%
NFG
782
Next Financial Group
Texas
$383K +$71.2K +549 +22%
PCP
783
Proficio Capital Partners
Massachusetts
$382K +$3.89K +30 +1%
JSL
784
JT Stratford LLC
Georgia
$378K +$46.5K +358 +13%
MWM
785
Mission Wealth Management
California
$377K +$2.73K +21 +0.7%
MSR
786
Main Street Research
Connecticut
$376K +$389K +2,998 New
WANY
787
Wealthspire Advisors (New York)
New York
$375K +$388K +2,988 New
BL
788
Balentine LLC
Georgia
$373K +$386K +2,977 New
CT
789
Chicago Trust
Illinois
$369K +$27.3K +210 +8%
MWNA
790
Marshall Wace North America
New York
$368K -$9.24M -71,186 -96%
HPWM
791
Highland Private Wealth Management
Washington
$363K +$13.6K +105 +4%
NP
792
Ninepoint Partners
Ontario, Canada
$363K +$32.3K +249 +9%
OFS
793
OneAscent Financial Services
Alabama
$354K +$366K +2,823 New
CA
794
Cornerstone Advisory
Maryland
$350K – – –
WA
795
Wealth Alliance
New York
$348K +$15.6K +120 +5%
FFA
796
First Foundation Advisors
California
$348K +$67.1K +517 +23%
M
797
MOTCO
Texas
$345K – – –
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$345K +$143K +1,104 +67%
OWA
799
One Wealth Advisors
California
$340K – – –
DC
800
Davenport & Co
Virginia
$340K +$121K +934 +53%
30 31
32
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