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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
926
OneAscent Financial Services
Alabama
$443K +$14.4K +117 +3%
FIA
927
Foundations Investment Advisors
Arizona
$441K +$48.8K +397 +12%
BCM
928
Becker Capital Management
Oregon
$440K +$58.4K +475 +15%
TW
929
Transform Wealth
Colorado
$440K +$1.84K +15 +0.4%
LFA
930
Legacy Financial Advisors
Kentucky
$440K +$35.8K +291 +9%
HKIMG
931
Hutchens & Kramer Investment Management Group
Indiana
$434K -$4.06K -33 -0.9%
BFA
932
BMS Financial Advisors
South Dakota
$431K -$173K -1,408 -29%
RBC
933
Romano Brothers & Co
Illinois
$431K +$22.1K +180 +5%
WDC
934
Woodward Diversified Capital
California
$430K -$6.64K -54 -2%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$425K +$94.5K +768 +28%
ARMT
936
Amica Retiree Medical Trust
Rhode Island
$425K -$27.2K -221 -6%
M
937
Mirova
France
$423K -$175K -1,425 -29%
AP
938
Arlington Partners
Alabama
$423K – – –
OWM
939
OneAscent Wealth Management
Alabama
$422K +$58.1K +472 +16%
GWM
940
GDS Wealth Management
Texas
$420K -$1.6K -13 -0.4%
NAS
941
Nicolet Advisory Services
Wisconsin
$416K +$37K +301 +10%
FG
942
Fiduciary Group
Georgia
$413K -$8.12K -66 -2%
GM
943
GeoWealth Management
Illinois
$412K -$8K -65 -2%
EWM
944
Empirical Wealth Management
Washington
$411K +$107K +873 +35%
NP
945
NorthRock Partners
Minnesota
$411K -$76.3K -620 -16%
BC
946
Burney Company
Virginia
$405K -$17K -138 -4%
MCM
947
McDonough Capital Management
Florida
$404K +$369 +3 +0.1%
GEM
948
Global Endowment Management
North Carolina
$402K -$20.3K -165 -5%
GIA
949
Gladstone Institutional Advisory
Florida
$402K +$24.8K +202 +7%
AFT
950
Alpha Family Trust
California
$398K – – –
36 37
38
39 40