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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
901
Quantitative Investment Management
Virginia
$582K +$559K +5,089 New
PPC
902
Park Place Capital
Alabama
$582K +$113K +1,032 +25%
FCM
903
Fieldview Capital Management
Michigan
$581K -$4.84K -44 -0.9%
CI
904
Conning Inc
Connecticut
$580K – – –
BCM
905
Boltwood Capital Management
California
$578K +$4.4K +40 +0.8%
DTC
906
Davidson Trust Company
Washington
$578K -$4.29K -39 -0.8%
FRA
907
Frank Rimerman Advisors
California
$575K -$145K -1,320 -21%
MLA
908
MB, Levis & Associates
Pennsylvania
$575K +$4.84K +44 +0.9%
SWA
909
Stratos Wealth Advisors
Ohio
$572K -$85.4K -777 -13%
BIG
910
Brooklyn Investment Group
New York
$567K -$36.3K -330 -6%
MMM
911
Mendel Money Management
Illinois
$563K -$13K -118 -2%
DWP
912
Daymark Wealth Partners
Ohio
$562K +$264K +2,400 +96%
RWPA
913
Richard W. Paul & Associates
Michigan
$561K +$45.7K +416 +9%
BAM
914
Belpointe Asset Management
Nevada
$559K -$16.9K -154 -3%
BBHC
915
Brown Brothers Harriman & Co
New York
$559K +$249K +2,265 +87%
WC
916
Waterloo Capital
Texas
$553K +$51.7K +470 +11%
NG
917
Norden Group
Utah
$550K +$66.4K +604 +14%
CW
918
Code Waechter
Florida
$548K -$16.5K -150 -3%
LFA
919
Legacy Financial Advisors
Kentucky
$542K +$520K +4,733 New
DAM
920
Delta Asset Management
Tennessee
$536K -$49K -446 -9%
PPWM
921
Paragon Private Wealth Management
Kentucky
$533K -$31.2K -284 -6%
GCP
922
GSA Capital Partners
United Kingdom
$533K -$685K -6,228 -57%
UAML
923
US Asset Management LLC
Pennsylvania
$533K – – –
CAM
924
Creekmur Asset Management
Illinois
$530K -$274K -2,497 -35%
WCM
925
Winthrop Capital Management
Indiana
$528K +$12.3K +112 +2%
35 36
37
38 39