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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
876
Ferguson Wellman Capital Management
Oregon
$321K +$50.7K +367 +16%
OWA
877
One Wealth Advisors
California
$319K – – –
BDF
878
Black Diamond Financial
Maryland
$318K – – –
ARMT
879
Amica Retiree Medical Trust
Rhode Island
$318K +$228K +1,652 +157%
BEI
880
Benjamin Edwards Inc
Missouri
$316K +$95.9K +694 +35%
PP
881
PDS Planning
Ohio
$313K -$553 -4 -0.2%
OWM
882
OneAscent Wealth Management
Alabama
$309K -$3.32K -24 -0.9%
BCM
883
Buckhead Capital Management
Georgia
$309K – – –
CA
884
Cornerstone Advisory
Maryland
$306K -$415 -3 -0.1%
OFS
885
OneAscent Financial Services
Alabama
$306K +$34.7K +251 +11%
PCS
886
Personal CFO Solutions
New Jersey
$305K +$38.8K +281 +12%
HC
887
Henshaw Capital
Massachusetts
$305K +$103K +747 +41%
PWP
888
Principle Wealth Partners
Connecticut
$304K -$3.04K -22 -0.8%
FMWA
889
Forvis Mazars Wealth Advisors
Missouri
$302K -$124K -900 -26%
WSFS
890
Wilmington Savings Fund Society
Delaware
$301K -$52.5K -380 -13%
DU
891
Delphia (USA)
Ontario, Canada
$301K +$354K +2,560 New
TFA
892
Triad Financial Advisors
North Carolina
$300K -$71.6K -518 -17%
CL
893
CPWM LLC
Washington
$300K -$5.53K -40 -2%
LWM
894
Laidlaw Wealth Management
New York
$299K +$9.95K +72 +3%
SG
895
StoneX Group
New York
$297K -$155K -1,123 -31%
TIA
896
Tiemann Investment Advisors
California
$296K -$12.4K -90 -3%
KWM
897
Kolinsky Wealth Management
New Jersey
$296K +$348K +2,519 New
MC
898
Middleton & Co
Massachusetts
$294K – – –
CDH
899
Charles D. Hyman
$294K +$9.12K +66 +3%
PCP
900
Proficio Capital Partners
Massachusetts
$294K +$39.5K +286 +13%
34 35
36
37 38