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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
951
Private Trust Company
Ohio
$442K +$44.9K +391 +10%
BIG
952
Brooklyn Investment Group
New York
$442K -$66.4K -578 -12%
RWPA
953
Richard W. Paul & Associates
Michigan
$437K +$70.8K +616 +18%
GL
954
Graypoint LLC
New York
$436K -$67.8K -590 -13%
PPWP
955
Premier Path Wealth Partners
New Jersey
$434K -$143K -1,245 -23%
FG
956
Fiduciary Group
Georgia
$433K +$26.4K +230 +6%
CA
957
Cornerstone Advisory
Maryland
$431K +$16.1K +140 +4%
DFCM
958
Dark Forest Capital Management
Puerto Rico
$431K +$104K +907 +29%
CFO
959
Callan Family Office
Pennsylvania
$429K +$466K +4,058 New
LFA
960
Legacy Financial Advisors
Kentucky
$423K -$42.9K -373 -9%
ACM
961
Ardent Capital Management
Ohio
$422K – – –
CCP
962
Carmel Capital Partners
California
$420K +$25.7K +224 +6%
AG
963
AmeriFlex Group
Nevada
$419K +$404K +3,514 New
FC
964
FORA Capital
Florida
$417K +$453K +3,945 New
TW
965
TrinityPoint Wealth
Connecticut
$415K +$37.7K +328 +9%
AIM
966
Alhambra Investment Management
Florida
$415K – – –
FPAS
967
Focus Partners Advisor Solutions
Missouri
$414K +$29.4K +256 +7%
MWP
968
Meridian Wealth Partners
Pennsylvania
$413K -$115 -1 -0%
MWM
969
Meridian Wealth Management
Kentucky
$412K +$24K +209 +6%
MA
970
Modus Advisors
Minnesota
$409K +$3.56K +31 +0.8%
PFBT
971
Parkside Financial Bank & Trust
Missouri
$407K -$24.6K -214 -5%
CB
972
Cadence Bank
Mississippi
$403K -$29.8K -259 -6%
RB
973
Renasant Bank
Mississippi
$403K -$448K -3,900 -51%
PA
974
Prossimo Advisors
California
$402K -$153K -1,329 -26%
SIM
975
Sentry Investment Management
Wisconsin
$402K -$71.1K -619 -14%
37 38
39
40 41