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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
976
LaSalle St. Investment Advisors
Illinois
$407K +$107K +965 +36%
MA
977
Modus Advisors
Minnesota
$405K +$56.3K +508 +16%
PCS
978
Personal CFO Solutions
New Jersey
$404K -$2.1K -19 -0.5%
GL
979
Graypoint LLC
New York
$401K -$65.2K -589 -14%
AMIM
980
Aull & Monroe Investment Management
Alabama
$400K -$33.2K -300 -8%
BTW
981
Boston Trust Walden
Massachusetts
$400K – – –
DLA
982
Douglas Lane & Associates
New York
$398K +$2.1K +19 +0.5%
LAM
983
L2 Asset Management
Massachusetts
$397K +$37.7K +340 +11%
KWM
984
Kolinsky Wealth Management
New Jersey
$392K -$17.5K -158 -4%
PWP
985
Phillips Wealth Planners
Mississippi
$390K +$33.2K +300 +10%
PWMAG
986
Pinnacle Wealth Management Advisory Group
New Jersey
$390K +$22.6K +204 +6%
IBOK
987
Independence Bank of Kentucky
Kentucky
$390K +$238K +2,150 +163%
PTC
988
Private Trust Company
Ohio
$386K -$607K -5,476 -61%
AFG
989
Atomi Financial Group
New York
$386K +$119K +1,070 +45%
FPAS
990
Focus Partners Advisor Solutions
Missouri
$383K +$18.4K +166 +5%
FBB
991
Fulton Breakefield Broenniman
Maryland
$382K +$8.53K +77 +2%
HKIMG
992
Hutchens & Kramer Investment Management Group
Indiana
$380K +$80.6K +728 +27%
BWP
993
BSW Wealth Partners
Colorado
$380K +$13.8K +125 +4%
MSWM
994
McGlone Suttner Wealth Management
Wisconsin
$378K -$38.5K -348 -11%
DG
995
DMC Group
Alabama
$376K -$5.32K -48 -1%
PFPT
996
Pinnacle Financial Partners (Tennessee)
Tennessee
$376K +$16.6K +150 +5%
CA
997
Cornerstone Advisory
Maryland
$375K +$16.7K +151 +5%
CPRC
998
Consolidated Portfolio Review Corp
New York
$371K +$366K +3,307 New
PPW
999
Pasadena Private Wealth
California
$369K -$5.21K -47 -1%
TW
1000
Transform Wealth
Colorado
$368K -$17.5K -158 -5%
38 39
40
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