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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
901
Private Capital Group
Connecticut
$343K -$86.8K -569 -21%
CAG
902
Crestwood Advisors Group
Massachusetts
$340K +$153 +1 +0%
PCM
903
Passive Capital Management
Maryland
$339K – – –
AAP
904
Arax Advisory Partners
Colorado
$339K -$916 -6 -0.3%
OWP
905
Obermeyer Wealth Partners
Colorado
$339K +$74.8K +490 +30%
IIM
906
InTrack Investment Management
Vermont
$338K -$1.74M -11,388 -84%
BFEC
907
Benjamin F. Edwards & Company
Missouri
$338K +$2.29K +15 +0.7%
GWM
908
Gitterman Wealth Management
New Jersey
$337K +$318K +2,082 New
GL
909
Graypoint LLC
New York
$336K +$22.1K +145 +7%
ZB
910
Zions Bancorporation
Utah
$336K +$88.7K +581 +39%
M
911
MOTCO
Texas
$335K -$46.5K -305 -13%
DWM
912
Destination Wealth Management
California
$333K -$171K -1,118 -35%
VFA
913
Values First Advisors
Tennessee
$333K -$42.9K -281 -12%
DBT
914
Dubuque Bank & Trust
Iowa
$331K -$3.66K -24 -1%
WA
915
WealthTrust Axiom
Pennsylvania
$330K – – –
C
916
CEDRUS
Colorado
$330K -$96.3K -631 -24%
TNB
917
Thomasville National Bank
Georgia
$328K -$11.9K -78 -4%
WP
918
WMS Partners
Maryland
$328K – – –
MFS
919
Mirabella Financial Services
United Kingdom
$328K +$310K +2,031 New
IP
920
Ignite Planners
California
$326K +$47.3K +310 +19%
BDF
921
Balasa Dinverno & Foltz
$323K -$8.24K -54 -3%
AFS
922
AFG Fiduciary Services
Massachusetts
$323K – – –
FC
923
FCA Corp
Texas
$323K – – –
PAA
924
Peregrine Asset Advisers
Oregon
$323K – – –
KFP
925
KMG Fiduciary Partners
Ohio
$321K – – –
35 36
37
38 39