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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
826
Lederer & Associates Investment Counsel
California
$689K -$29K -252 -4%
TCB
827
Texas Capital Bancshares
Texas
$683K – – –
CFGS
828
Concourse Financial Group Securities
Alabama
$681K -$212K -1,847 -24%
SWA
829
Stratos Wealth Advisors
Ohio
$680K +$207K +1,805 +39%
SWP
830
Sagespring Wealth Partners
Tennessee
$677K +$737K +6,409 New
AWA
831
Arete Wealth Advisors
Illinois
$676K +$69K +600 +10%
AW
832
Alteri Wealth
California
$671K +$730K +6,350 New
GC
833
Guidance Capital
Kentucky
$670K +$71.7K +624 +12%
A
834
Argentarii
Ohio
$670K +$728K +6,335 New
LWAM
835
Legacy Wealth Asset Management
Minnesota
$667K -$139K -1,210 -16%
AIS
836
American Investment Services
Massachusetts
$666K – – –
EI
837
Ellevest Inc
New York
$666K -$104K -906 -13%
HCM
838
Howard Capital Management
Georgia
$665K +$39.8K +346 +6%
WWG
839
West Wealth Group
California
$656K +$11.8K +103 +2%
KRSITF
840
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$653K -$1.12M -9,753 -36%
ACM
841
AlphaStar Capital Management
North Carolina
$645K -$1.37M -11,910 -66%
CW
842
CreativeOne Wealth
Kansas
$642K +$11.5K +100 +2%
ETC
843
Exchange Traded Concepts
Oklahoma
$637K -$22.8K -198 -3%
WCM
844
Windsor Capital Management
Arizona
$637K +$1.38K +12 +0.2%
MCA
845
MSH Capital Advisors
Arizona
$636K – – –
SWM
846
Segment Wealth Management
Texas
$634K +$28.2K +245 +4%
RWIA
847
Roger Wittlin Investment Advisory
California
$630K -$276K -2,399 -29%
FG
848
Foresight Group
United Kingdom
$626K -$66.3K -577 -9%
NEWAS
849
N.E.W. Advisory Services
Wisconsin
$616K – – –
CGIM
850
Cannon Global Investment Management
Florida
$613K +$667K +5,800 New
32 33
34
35 36