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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
826
Everhart Financial Group
Ohio
$613K +$27.8K +226 +5%
WMA
827
West Michigan Advisors
Michigan
$611K +$601K +4,893 New
CB
828
Cadence Bank
Mississippi
$609K +$30.6K +249 +5%
M
829
Mirova
France
$608K -$548K -4,460 -48%
VCM
830
Virtue Capital Management
Tennessee
$608K +$628K +5,106 New
PCM
831
Penserra Capital Management
California
$600K – – –
TIMH
832
Tilt Investment Management Holdings
New York
$594K +$76.8K +625 +14%
HFM
833
Harvest Fund Management
China
$589K – – –
OIA
834
OneDigital Investment Advisors
Kansas
$586K +$19.5K +159 +4%
PG
835
Patten Group
Tennessee
$583K +$35.3K +287 +7%
WF
836
Welch & Forbes
Massachusetts
$581K +$860 +7 +0.2%
ACM
837
Ardent Capital Management
Ohio
$577K +$78.3K +637 +16%
MLA
838
MB, Levis & Associates
Pennsylvania
$577K – – –
SIC
839
Sterling Investment Counsel
New York
$576K -$92.1K -749 -14%
GFS
840
GYL Financial Synergies
Connecticut
$572K +$564K +4,586 New
VVP
841
Venture Visionary Partners
Ohio
$572K -$47.3K -385 -8%
MWA
842
MFA Wealth Advisors
Pennsylvania
$570K +$342K +2,781 +155%
LFAS
843
Level Four Advisory Services
Texas
$568K -$6.14K -50 -1%
T
844
TOBAM
France
$568K +$227K +1,845 +68%
PPC
845
Park Place Capital
Alabama
$566K +$14.5K +118 +3%
EMG
846
ETF Managers Group
New Jersey
$565K +$8.23K +67 +2%
MLA
847
My Legacy Advisors
Oregon
$564K +$50.4K +410 +10%
TCA
848
Transcend Capital Advisors
New Jersey
$562K +$56.9K +463 +11%
CG
849
Cutler Group
California
$560K +$552K +4,495 New
EWA
850
EP Wealth Advisors
California
$557K +$319K +2,598 +27%
32 33
34
35 36