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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
976
Garrison Asset Management
Arkansas
$349K – – –
GWP
977
Gateway Wealth Partners
Wisconsin
$349K +$61.7K +504 +19%
LIM
978
Longfellow Investment Management
Massachusetts
$348K – – –
GF
979
Gabelli Funds
New York
$348K +$28.1K +230 +8%
PFPT
980
Pinnacle Financial Partners (Tennessee)
Tennessee
$348K -$6.36K -52 -2%
EFG
981
Everhart Financial Group
Ohio
$347K +$22.3K +182 +6%
SMA
982
Sage Mountain Advisors
Georgia
$346K -$1.71K -14 -0.5%
MA
983
Modus Advisors
Minnesota
$345K +$13.6K +111 +4%
PCIG
984
Partners Capital Investment Group
Massachusetts
$344K +$375K +3,067 New
GEM
985
Global Endowment Management
North Carolina
$343K -$27.3K -223 -7%
MSRI
986
Michael S. Ryan Inc
New York
$343K +$417K +3,406 New
ORC
987
O'Rourke & Company
Massachusetts
$342K +$734 +6 +0.2%
OWM
988
OneAscent Wealth Management
Alabama
$339K -$51.1K -418 -12%
GJIA
989
Glass Jacobson Investment Advisors
Maryland
$338K – – –
OP
990
ORG Partners
Indiana
$336K +$27.4K +224 +8%
BWP
991
BSW Wealth Partners
Colorado
$336K +$34.9K +285 +11%
VC
992
Veracity Capital
Georgia
$334K +$13.8K +113 +4%
JCIA
993
Jackson Creek Investment Advisors
Colorado
$334K -$19.6K -160 -5%
NFG
994
Nations Financial Group
Iowa
$334K -$18.2K -149 -5%
CA
995
Cornerstone Advisory
Maryland
$333K +$12.4K +101 +4%
HKIMG
996
Hutchens & Kramer Investment Management Group
Indiana
$332K -$61.8K -505 -14%
PWP
997
Phillips Wealth Planners
Mississippi
$332K +$4.16K +34 +1%
JSL
998
JT Stratford LLC
Georgia
$328K -$9.05K -74 -2%
RMCM
999
Reynders McVeigh Capital Management
Massachusetts
$327K – – –
LDB
1000
Lee, Danner & Bass
Tennessee
$327K +$97.9K +800 +38%
38 39
40
41 42