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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Avior Wealth Management
Nebraska
$553K +$86.2K +701 +19%
ZIC
852
ZWJ Investment Counsel
Georgia
$552K +$544K +4,426 New
PHAM
853
Palisades Hudson Asset Management
Florida
$552K – – –
CT
854
Columbia Trust
Oregon
$549K -$2.46K -20 -0.5%
AIM
855
Alhambra Investment Management
Florida
$549K – – –
SFA
856
Source Financial Advisors
New York
$543K -$207K -1,682 -28%
TIA
857
Tiemann Investment Advisors
California
$539K +$49.2K +400 +10%
AMIM
858
Aull & Monroe Investment Management
Alabama
$536K +$528K +4,294 New
LFM
859
LGT Fund Management
Liechtenstein
$530K – – –
PP
860
PDS Planning
Ohio
$530K +$92.3K +751 +21%
HPG
861
Harvest Portfolios Group
Ontario, Canada
$527K -$44.4K -361 -8%
DLA
862
Douglas Lane & Associates
New York
$527K +$26.1K +212 +5%
MWP
863
Meridian Wealth Partners
Pennsylvania
$523K +$30.1K +245 +6%
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$521K +$31.2K +254 +6%
ST
865
Smithfield Trust
Pennsylvania
$518K – – –
LFG
866
Lockerman Financial Group
California
$515K +$3.56K +29 +0.7%
BFA
867
Beacon Financial Advisory
Ohio
$514K -$2.33K -19 -0.5%
WAM
868
Weiss Asset Management
Massachusetts
$511K +$503K +4,094 New
RCM
869
Raleigh Capital Management
North Carolina
$510K +$493K +4,013 +5,423%
MC
870
Moors & Cabot
Massachusetts
$508K -$737 -6 -0.1%
SGCA
871
Steel Grove Capital Advisors
Tennessee
$505K +$191K +1,552 +62%
BDF
872
Black Diamond Financial
Maryland
$501K +$31.3K +255 +7%
BTW
873
Boston Trust Walden
Massachusetts
$498K – – –
KIA
874
KLR Investment Advisors
Rhode Island
$496K -$64.6K -526 -12%
CG
875
Clifford Group
Massachusetts
$496K +$18.7K +152 +4%
33 34
35
36 37