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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
801
NovaPoint Capital
Georgia
$880K +$845K +7,684 New
SC
802
Syon Capital
California
$863K +$55.1K +501 +7%
PA
803
Procyon Advisors
Connecticut
$860K +$19.5K +177 +2%
RWA
804
River Wealth Advisors
Pennsylvania
$847K -$62.4K -568 -7%
AFG
805
Atomi Financial Group
New York
$847K +$244K +2,220 +43%
PCM
806
Parsons Capital Management
Rhode Island
$846K – – –
WHRC
807
W.H. Reaves & Co
New Jersey
$842K – – –
SLWA
808
San Luis Wealth Advisors
California
$839K +$109K +991 +16%
IAG
809
Investment Advisory Group
Massachusetts
$839K – – –
CPRC
810
Consolidated Portfolio Review Corp
New York
$835K +$48.7K +443 +6%
LCM
811
LDR Capital Management
New York
$833K +$800K +7,275 New
RIA
812
Regal Investment Advisors
Michigan
$832K +$56K +509 +8%
RA
813
RFG Advisory
Alabama
$830K -$53K -482 -6%
GWMIA
814
Global Wealth Management Investment Advisory
Florida
$829K +$62.1K +565 +8%
CIA
815
Choate Investment Advisors
Massachusetts
$829K +$102K +924 +15%
IBOK
816
Independence Bank of Kentucky
Kentucky
$827K -$32.4K -295 -4%
UB
817
Umpqua Bank
Oregon
$823K -$7.7K -70 -1%
EI
818
Ecofi Investissements
France
$813K +$11K +100 +1%
AIS
819
American Investment Services
Massachusetts
$810K +$66.1K +601 +9%
ZP
820
Zimmer Partners
New York
$810K +$777K +7,070 New
IAS
821
Insigneo Advisory Services
Florida
$807K +$254K +2,312 +49%
STAS
822
Strong Tower Advisory Services
Minnesota
$807K +$495K +4,500 +176%
LS
823
Livforsakringsbolaget Skandia
Sweden
$804K -$22K -200 -3%
CW
824
CreativeOne Wealth
Kansas
$804K -$186K -1,689 -19%
GVAG
825
Great Valley Advisor Group
Delaware
$797K +$12.2K +111 +2%
31 32
33
34 35