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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
851
Great Lakes Retirement
Ohio
$695K +$40.3K +355 +7%
GFP
852
Gryphon Financial Partners
Ohio
$692K +$226K +1,995 +62%
PIM
853
Penobscot Investment Management
Massachusetts
$692K +$40.2K +354 +7%
MCM
854
Marathon Capital Management
Maryland
$691K – – –
GI
855
GAMMA Investing
California
$688K +$617K +5,434 New
WA1
856
Wimmer Associates 1
California
$686K +$14.8K +130 +3%
BMWM
857
Brown Miller Wealth Management
Virginia
$685K -$875K -7,706 -60%
DAM
858
Delta Asset Management
Tennessee
$684K – – –
AWM
859
Avior Wealth Management
Nebraska
$683K +$39.7K +350 +7%
OFS
860
OneAscent Financial Services
Alabama
$679K +$128K +1,131 +29%
CA
861
Continuum Advisory
Idaho
$679K -$16.7K -147 -3%
LCG
862
Lynx Capital Group
Ohio
$673K +$573K +5,046 New
EH
863
Equitable Holdings
New York
$670K +$201K +1,769 +54%
MA
864
MCF Advisors
Kentucky
$669K +$3.06K +27 +0.5%
UAML
865
US Asset Management LLC
Pennsylvania
$660K +$562K +4,954 New
WPC
866
Wedmont Private Capital
Pennsylvania
$660K -$154K -1,357 -21%
PFGIA
867
Patriot Financial Group Insurance Agency
Massachusetts
$659K -$25.2K -222 -4%
SFC
868
Swisher Financial Concepts
Ohio
$658K +$577K +5,086 New
WFP
869
Wrenne Financial Planning
Kentucky
$655K +$3.59M +31,630 New
CB
870
Cadence Bank
Mississippi
$654K -$3.86K -34 -0.7%
PG
871
Patten Group
Tennessee
$653K -$13.8K -122 -2%
FMLI
872
Fukoku Mutual Life Insurance
Japan
$650K +$41.5K +366 +8%
BCM
873
Boltwood Capital Management
California
$650K – – –
CC
874
Corton Capital
Ontario, Canada
$650K +$294K +2,590 +113%
SIM
875
Sentry Investment Management
Wisconsin
$646K -$59K -520 -10%
33 34
35
36 37