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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
801
Desjardins Global Asset Management
Quebec, Canada
$551K -$3.1M -20,312 -86%
JWS
802
Juncture Wealth Strategies
Arizona
$549K – – –
NP
803
Ninepoint Partners
Ontario, Canada
$546K -$24.3K -159 -4%
SFA
804
Sequoia Financial Advisors
Ohio
$546K +$241K +1,580 +88%
TMWM
805
Taylor & Morgan Wealth Management
Michigan
$545K -$42.4K -278 -8%
SIMG
806
Sonora Investment Management Group
Arizona
$543K +$5.65K +37 +1%
MG
807
Mather Group
Illinois
$537K +$11.1K +73 +2%
BCM
808
Becker Capital Management
Oregon
$512K – – –
FAIM
809
Financial Advocates Investment Management
Washington
$511K +$26.4K +173 +6%
HPWM
810
Highland Private Wealth Management
Washington
$511K +$27.5K +180 +6%
CP
811
CenterBook Partners
Connecticut
$510K +$203K +1,331 +73%
WP
812
Wealthspan Partners
Iowa
$507K -$156K -1,023 -25%
HCA
813
Harbour Capital Advisors
Virginia
$507K – – –
MWM
814
Mission Wealth Management
California
$504K -$1.68K -11 -0.4%
PPP
815
Private Portfolio Partners
New Jersey
$504K +$87.1K +571 +22%
NW
816
NewEdge Wealth
Pennsylvania
$503K +$223K +1,464 +89%
PIM
817
Penobscot Investment Management
Massachusetts
$503K +$476K +3,117 New
GAM
818
Garrison Asset Management
Arkansas
$502K – – –
DL
819
DOHJ LLC
Washington
$500K -$7.48K -49 -2%
OCG
820
Opus Capital Group
Ohio
$498K – – –
WA
821
Wealth Alliance
New York
$497K +$28.5K +187 +6%
BFPW
822
BOK Financial Private Wealth
Colorado
$497K +$107K +703 +30%
TFA
823
Triad Financial Advisors
North Carolina
$496K -$46.1K -302 -9%
ESB
824
Essex Savings Bank
Connecticut
$494K +$763 +5 +0.2%
AWM
825
Axxcess Wealth Management
California
$493K +$58K +380 +14%
31 32
33
34 35