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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
801
Argent Trust Co
Tennessee
$707K +$39.6K +324 +5%
WCM
802
Windsor Capital Management
Arizona
$706K +$37.2K +304 +5%
PF
803
Phoenix Financial
Israel
$706K -$582K -4,756 -43%
MCC
804
Money Concepts Capital
Florida
$697K -$53.9K -441 -7%
AWE
805
Avidian Wealth Enterprises
Texas
$697K -$46.5K -380 -6%
CIA
806
Choate Investment Advisors
Massachusetts
$695K +$467K +3,814 +160%
ACM
807
AlphaStar Capital Management
North Carolina
$694K +$60.4K +494 +9%
EWM
808
Empirical Wealth Management
Washington
$694K +$347K +2,833 +85%
AWA
809
Arete Wealth Advisors
Illinois
$692K +$1.71K +14 +0.2%
WPC
810
Wedmont Private Capital
Pennsylvania
$691K -$71.8K -587 -9%
WWG
811
West Wealth Group
California
$680K +$741K +6,056 New
JWCA
812
J.W. Coons Advisors
Ohio
$679K – – –
KACA
813
Kayne Anderson Capital Advisors
California
$673K +$734K +6,000 New
FCP
814
Fidelis Capital Partners
Florida
$672K +$70.5K +576 +11%
MW
815
Marcum Wealth
Ohio
$669K -$87.8K -718 -11%
SAG
816
SageView Advisory Group
California
$664K -$135K -1,100 -16%
JWCA
817
J.W. Cole Advisors
Florida
$655K -$16.8K -137 -2%
PA
818
Prossimo Advisors
California
$653K – – –
CAM
819
Chesapeake Asset Management
New York
$645K +$63.1K +516 +10%
MG
820
Mather Group
Illinois
$644K +$31.1K +254 +5%
CB
821
CNB Bank
Pennsylvania
$644K -$21.7K -177 -3%
MWA
822
MFA Wealth Advisors
Pennsylvania
$641K +$122K +998 +21%
SCM
823
Shelton Capital Management
Colorado
$638K – – –
CFSG
824
Community Financial Services Group
Vermont
$638K +$695K +5,685 New
VCM
825
Virtue Capital Management
Tennessee
$637K – – –
31 32
33
34 35