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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
901
Sage Mountain Advisors
Georgia
$214K +$221K +1,702 New
TP
902
Tranquility Partners
Tennessee
$213K -$3.89K -30 -2%
3F
903
360 Financial
Minnesota
$213K – – –
CWC
904
Carolinas Wealth Consulting
North Carolina
$213K +$21K +162 +11%
CFS
905
CRA Financial Services
New Jersey
$213K +$220K +1,695 New
LWM
906
Liberty Wealth Management
California
$211K +$44.9K +346 +27%
VWA
907
Visionary Wealth Advisors
Illinois
$207K -$81.1K -625 -28%
PVH
908
Psagot Value Holdings
Israel
$207K – – –
TC
909
Telemus Capital
Michigan
$206K -$10.1K -78 -5%
DIP
910
DT Investment Partners
Pennsylvania
$206K +$213K +1,640 New
WS
911
Wedbush Securities
California
$205K -$46.1K -355 -18%
EWA
912
Exencial Wealth Advisors
Oklahoma
$205K +$212K +1,633 New
EWM
913
Evercore Wealth Management
New York
$205K +$212K +1,636 New
BTWM
914
Baker Tilly Wealth Management
Wisconsin
$205K +$212K +1,637 New
QP
915
Quilter Plc
United Kingdom
$203K +$211K +1,625 New
MG
916
Mather Group
Illinois
$202K -$8.7K -67 -4%
ZB
917
Zions Bancorporation
Utah
$201K +$14.9K +115 +8%
EFM
918
E Fund Management
China
$201K +$208K +1,599 New
CF
919
Centaurus Financial
California
$198K -$1.17K -9 -0.6%
AP
920
Arlington Partners
Alabama
$198K +$205K +1,580 New
BCP
921
Blue Chip Partners
Michigan
$195K +$519 +4 +0.3%
MHR
922
Matthew Hamilton Rosenberg
$191K – – –
CI
923
CX Institutional
Indiana
$190K +$16.1K +124 +9%
SWA
924
Sutton Wealth Advisors
Florida
$189K +$649 +5 +0.3%
GWMIA
925
Global Wealth Management Investment Advisory
Florida
$189K +$39.3K +303 +25%
35 36
37
38 39