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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
826
Intrua Financial
Texas
$492K -$353K -2,316 -43%
AFM
827
Andesa Financial Management
Pennsylvania
$490K -$60.4K -396 -12%
MGIM
828
M&G Investment Management
United Kingdom
$488K -$39.7K -260 -8%
PCA
829
Pallas Capital Advisors
Massachusetts
$488K -$3.81K -25 -0.8%
EFG
830
Everhart Financial Group
Ohio
$488K +$91.3K +598 +25%
RCM
831
RB Capital Management
Nevada
$485K +$58.8K +385 +15%
RHBC
832
R.H. Bluestein & Co
Michigan
$484K -$11.4K -75 -2%
FPAS
833
Focus Partners Advisor Solutions
Missouri
$484K +$458K +2,999 New
VI
834
Versor Investments
New York
$484K +$458K +3,000 New
GA
835
GoalVest Advisory
New York
$477K +$451K +2,957 New
WSFS
836
Wilmington Savings Fund Society
Delaware
$474K -$14.2K -93 -3%
EI
837
Ellevest Inc
New York
$471K +$398K +2,611 +856%
P
838
Pitcairn
Pennsylvania
$461K -$27K -177 -6%
NFG
839
Nations Financial Group
Iowa
$459K +$433K +2,840 New
SSWG
840
Seven Springs Wealth Group
Tennessee
$452K +$428K +2,802 New
OIA
841
OneDigital Investment Advisors
Kansas
$443K +$72.8K +477 +21%
PWM
842
Perigon Wealth Management
California
$440K +$31.1K +204 +8%
OWA
843
One Wealth Advisors
California
$438K – – –
AAS
844
Ameritas Advisory Services
Nebraska
$438K +$39.1K +256 +10%
FM
845
Foster & Motley
Ohio
$436K -$29.8K -195 -7%
BDF
846
Black Diamond Financial
Maryland
$436K – – –
PP
847
PDS Planning
Ohio
$430K +$71K +465 +21%
OWM
848
OneAscent Wealth Management
Alabama
$428K +$404K +2,648 New
BCM
849
Buckhead Capital Management
Georgia
$425K -$8.39K -55 -2%
KAS
850
Kestra Advisory Services
Texas
$425K +$402K +2,633 New
32 33
34
35 36