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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
FPOC
976
Financial Planners of Cleveland
Ohio
$271K +$264K +1,768 New
LSPW
977
Lake Street Private Wealth
Illinois
$268K +$237K +1,590 New
ACP
978
Ashfield Capital Partners
California
$266K -$1.14M -7,625 -83%
CBA
979
Coastal Bridge Advisors
Connecticut
$266K +$312K +2,092 New
SRC
980
Sage Rhino Capital
California
$265K +$235K +1,575 New
MA
981
Mutual Advisors
Nebraska
$263K +$233K +1,563 New
BCP
982
Blue Chip Partners
Michigan
$262K +$746 +5 +0.3%
CF
983
Centaurus Financial
California
$261K -$4.48K -30 -2%
HH
984
Hilltop Holdings
Texas
$260K -$81.6K -547 -26%
VWA
985
Visionary Wealth Advisors
Illinois
$260K -$15.7K -105 -6%
HCM
986
Hengehold Capital Management
Ohio
$256K +$227K +1,518 New
HBT
987
Heartland Bank & Trust
Illinois
$256K +$227K +1,520 New
JSW
988
Journey Strategic Wealth
New Jersey
$255K +$226K +1,515 New
NP
989
NorthRock Partners
Minnesota
$255K +$226K +1,515 New
SWA
990
Sutton Wealth Advisors
Florida
$254K – – –
MAM
991
Mystic Asset Management
Rhode Island
$254K +$225K +1,509 New
BPC
992
Banque Pictet & Cie
Switzerland
$253K -$74.6K -500 -25%
NCM
993
NCM Capital Management
New Jersey
$253K +$224K +1,500 New
SPAS
994
Spectrum Planning & Advisory Services
California
$253K +$224K +1,500 New
ZB
995
Zions Bancorporation
Utah
$252K -$16.1K -108 -7%
RFA
996
Reilly Financial Advisors
California
$252K – – –
MA
997
MJP Associates
Connecticut
$251K +$227K +1,522 New
B
998
Barings
North Carolina
$250K +$222K +1,486 New
PFG
999
PAX Financial Group
Texas
$250K +$222K +1,487 New
VWA
1000
V Wealth Advisors
Kansas
$250K +$222K +1,488 New
38 39
40
41 42