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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
926
Clarius Group LLC
Washington
$550K -$14.4K -116 -3%
CASB
927
Cape Ann Savings Bank
Massachusetts
$550K +$201K +1,618 +59%
NCFG
928
New Century Financial Group
New Jersey
$548K +$17.1K +138 +3%
SWM
929
Spire Wealth Management
Virginia
$545K +$68.5K +552 +15%
NAS
930
Nicolet Advisory Services
Wisconsin
$544K +$21.6K +174 +4%
KIG
931
Kowal Investment Group
Wisconsin
$542K +$533K +4,295 New
UAML
932
US Asset Management LLC
Pennsylvania
$542K -$2.73K -22 -0.5%
PWP
933
Phillips Wealth Planners
Mississippi
$536K +$108K +870 +26%
WF
934
Welch & Forbes
Massachusetts
$534K -$31K -250 -6%
FAFN
935
First Affirmative Financial Network
Colorado
$533K -$41.1K -331 -7%
LFG
936
Lockerman Financial Group
California
$531K -$10.1K -81 -2%
AWM
937
Accurate Wealth Management
Florida
$527K +$83.1K +670 +18%
ARC
938
Advisor Resource Council
Texas
$527K +$518K +4,171 New
DT
939
Diversified Trust
Tennessee
$525K -$1.49K -12 -0.3%
BDF
940
Black Diamond Financial
Maryland
$524K +$372 +3 +0.1%
AWM
941
Axxcess Wealth Management
California
$523K +$9.93K +80 +2%
MPPLM
942
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$522K +$8.44K +68 +2%
BBHC
943
Brown Brothers Harriman & Co
New York
$522K +$25.1K +202 +5%
BB
944
Berkshire Bank
Massachusetts
$518K +$5.21K +42 +1%
CB
945
Cadence Bank
Mississippi
$514K +$29K +234 +6%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$513K +$19.5K +157 +4%
SG
947
StoneX Group
New York
$510K -$345K -2,783 -41%
GIA
948
Gladstone Institutional Advisory
Florida
$509K +$17.9K +144 +4%
NHT
949
New Hampshire Trust
New Hampshire
$508K +$21K +169 +4%
SAG
950
SageView Advisory Group
California
$508K -$549K -4,422 -52%
36 37
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