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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
Boltwood Capital Management
California
$562K – – –
PWPS
902
Pinnacle Wealth Planning Services
Ohio
$561K +$143K +1,239 +33%
WWM
903
Whalen Wealth Management
Nevada
$558K +$182K +1,569 +46%
CGL
904
Clarius Group LLC
Washington
$557K -$41.5K -359 -7%
RCM
905
RB Capital Management
Nevada
$555K -$46.3K -400 -7%
MS
906
Maven Securities
Jersey
$552K +$572K +4,940 New
MLA
907
MB, Levis & Associates
Pennsylvania
$551K +$5.09K +44 +0.9%
AWM
908
Accurate Wealth Management
Florida
$545K +$67.9K +587 +12%
KNW
909
Kesler Norman & Wride
Utah
$543K -$86.7K -749 -13%
SMA
910
Sage Mountain Advisors
Georgia
$541K +$50.4K +436 +10%
GIA
911
Gladstone Institutional Advisory
Florida
$538K -$32K -277 -5%
GC
912
Guidance Capital
Kentucky
$538K -$61.9K -535 -9%
MMM
913
Mendel Money Management
Illinois
$537K +$18.3K +158 +3%
LCG
914
Lynx Capital Group
Ohio
$537K – – –
IC
915
Iconiq Capital
California
$535K +$554K +4,787 New
WWM
916
Western Wealth Management
Colorado
$534K -$29.3K -253 -5%
WPC
917
Wedmont Private Capital
Pennsylvania
$532K +$17.7K +153 +3%
WA1
918
Wimmer Associates 1
California
$525K -$6.13K -53 -1%
JFG
919
Jefferies Financial Group
New York
$523K +$171K +1,480 +46%
UAML
920
US Asset Management LLC
Pennsylvania
$520K – – –
SCTC
921
Sanibel Captiva Trust Company
Florida
$518K -$31.1K -269 -5%
WF
922
Welch & Forbes
Massachusetts
$516K +$7.06K +61 +1%
MA
923
MCF Advisors
Kentucky
$514K -$28.5K -246 -5%
HFM
924
Harvest Fund Management
China
$514K +$532K +4,600 New
PFGIA
925
Patriot Financial Group Insurance Agency
Massachusetts
$513K +$28.1K +243 +6%
35 36
37
38 39