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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
926
NVWM LLC
Pennsylvania
$27K – – –
PFO
927
Pathstone Family Office
New Jersey
$27K +$27.1K +268 New
LAM
928
Lountzis Asset Management
Pennsylvania
$27K +$27.3K +270 New
VCG
929
Vantage Consulting Group
Virginia
$27K +$27.3K +270 New
MWP
930
Meridian Wealth Partners
Pennsylvania
$26K – – –
CFD
931
Creative Financial Designs
Indiana
$25K – – –
JWM
932
Janiczek Wealth Management
Colorado
$25K +$21.2K +210 +512%
BWM
933
Baystate Wealth Management
Massachusetts
$22K +$101 +1 +0.5%
LWCFA
934
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$21K +208 +1,387%
AWM
935
AllSquare Wealth Management
New York
$21K – – –
TCOV
936
Trust Company of Vermont
Vermont
$21K +$1.72K +17 +9%
ST
937
Sageworth Trust
Pennsylvania
$21K +$21.7K +215 New
JFGIW
938
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
LAS
939
Lloyd Advisory Services
Georgia
$20K – – –
FWM
940
ForthRight Wealth Management
Georgia
$20K +$20.2K +200 New
FCMT
941
Founders Capital Management (Texas)
Texas
$20K +$20.3K +201 New
RWM
942
Raffa Wealth Management
District of Columbia
$19.7K +$1.72K +17 +9%
O
943
Ossiam
France
$19K -$521K -5,156 -96%
MSFP
944
Mark Sheptoff Financial Planning
Connecticut
$19K +$1.01K +10 +6%
WT
945
Washington Trust
Rhode Island
$18K -$54.4K -538 -75%
IFAM
946
Institutional & Family Asset Management
Colorado
$18K -$1.52K -15 -8%
HR
947
Howe & Rusling
New York
$17K +$7.88K +78 +82%
SIS
948
Sound Income Strategies
Florida
$16K – – –
HPC
949
HM Payson & Co
Maine
$15K -$45.6K -451 -75%
CB
950
CNB Bank
Pennsylvania
$15K – – –
36 37
38
39 40