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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
901
Graham Capital Management
Connecticut
$449K +$442K +3,597 New
LIG
902
Lokken Investment Group
Delaware
$447K +$25.1K +204 +6%
HKIMG
903
Hutchens & Kramer Investment Management Group
Indiana
$446K -$25.2K -205 -5%
TW
904
Transform Wealth
Colorado
$445K -$126K -1,027 -22%
WDC
905
Woodward Diversified Capital
California
$444K +$437K +3,559 New
CA
906
Cornerstone Advisory
Maryland
$440K +$10.6K +86 +3%
OFS
907
OneAscent Financial Services
Alabama
$436K +$93.8K +763 +28%
DG
908
DMC Group
Alabama
$431K +$11.1K +90 +3%
AP
909
Arlington Partners
Alabama
$430K +$237K +1,931 +127%
GEM
910
Global Endowment Management
North Carolina
$430K +$424K +3,447 New
GWM
911
GDS Wealth Management
Texas
$429K -$6.39K -52 -1%
BC
912
Burney Company
Virginia
$429K -$141K -1,151 -25%
FG
913
Fiduciary Group
Georgia
$428K +$8.11K +66 +2%
AAS
914
Ameritas Advisory Services
Nebraska
$427K -$174K -1,418 -29%
GM
915
GeoWealth Management
Illinois
$427K -$56.7K -461 -12%
RBC
916
Romano Brothers & Co
Illinois
$416K – – –
WC
917
Wexford Capital
Florida
$416K -$635K -5,164 -61%
RMC
918
Resources Management Corp
Connecticut
$413K -$2.35M -19,151 -70%
NFG
919
Nations Financial Group
Iowa
$411K -$3.19K -26 -0.8%
LFA
920
Legacy Financial Advisors
Kentucky
$411K +$38.5K +313 +11%
MCM
921
McDonough Capital Management
Florida
$411K -$10.2K -83 -2%
PCS
922
Personal CFO Solutions
New Jersey
$409K +$6.27K +51 +2%
KW
923
KWB Wealth
California
$407K – – –
AFT
924
Alpha Family Trust
California
$405K – – –
SFM
925
Signet Financial Management
New Jersey
$405K -$3.69K -30 -0.9%
35 36
37
38 39