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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
951
Values First Advisors
Tennessee
$235K -$8.99K -65 -3%
AFS
952
AFG Fiduciary Services
Massachusetts
$235K – – –
FC
953
FCA Corp
Texas
$235K – – –
PAA
954
Peregrine Asset Advisers
Oregon
$235K – – –
TP
955
Tranquility Partners
Tennessee
$235K +$13.8K +100 +5%
ICM
956
IMS Capital Management
Oregon
$235K +$37.3K +270 +16%
DC
957
Defender Capital
North Carolina
$235K +$276K +2,000 New
KFP
958
KMG Fiduciary Partners
Ohio
$234K – – –
ISWM
959
Independent Solutions Wealth Management
New York
$234K -$219K -1,583 -44%
KWM
960
KerberRose Wealth Management
Wisconsin
$233K +$274K +1,982 New
WP
961
WMS Partners
Maryland
$232K -$8.85K -64 -3%
HWM
962
HB Wealth Management
Georgia
$232K +$273K +1,973 New
DWM
963
Destination Wealth Management
California
$231K -$14.2K -103 -5%
MWM
964
Mattern Wealth Management
Kansas
$231K +$40.8K +295 +18%
RCAG
965
Rehmann Capital Advisory Group
Michigan
$229K +$8.29K +60 +3%
HKIMG
966
Hutchens & Kramer Investment Management Group
Indiana
$228K +$86.1K +623 +49%
ORC
967
O'Rourke & Company
Massachusetts
$226K +$26.3K +190 +11%
BAM
968
Blueshift Asset Management
New Jersey
$226K +$265K +1,918 New
BCA
969
Bay Colony Advisors
Massachusetts
$225K +$23.6K +171 +11%
CFG
970
Cooper Financial Group
California
$225K +$264K +1,910 New
TC
971
TownSquare Capital
Utah
$224K -$415 -3 -0.2%
DIP
972
DT Investment Partners
Pennsylvania
$224K – – –
MC
973
Muzinich & Co
New York
$224K – – –
SCM
974
Stevens Capital Management
Pennsylvania
$224K +$263K +1,903 New
CWM
975
Cedar Wealth Management
California
$223K – – –
37 38
39
40 41