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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1001
Geller Advisors
New York
$374K +$5.17K +45 +1%
PG
1002
Patten Group
Tennessee
$374K -$26.3K -229 -6%
CG
1003
Clifford Group
Massachusetts
$372K -$164K -1,429 -29%
TPI
1004
Trust Point Inc
Wisconsin
$371K +$33.6K +292 +9%
WGC
1005
Watts Gwilliam & Co
Arizona
$371K +$8.73K +76 +2%
DG
1006
DMC Group
Alabama
$367K +$6.78K +59 +2%
WPA
1007
West Paces Advisors
Georgia
$363K -$7.36K -64 -2%
NCFG
1008
New Century Financial Group
New Jersey
$363K -$104K -905 -21%
WWM
1009
Whalen Wealth Management
Nevada
$362K – – –
RG
1010
Rathbones Group
United Kingdom
$362K +$393K +3,421 New
JCM
1011
Jacobi Capital Management
Pennsylvania
$357K -$28.4K -247 -7%
CCG
1012
Cypress Capital Group
Florida
$353K -$53.7K -467 -12%
SIMG
1013
Sonora Investment Management Group
Arizona
$351K +$5.06K +44 +1%
PWP
1014
Principle Wealth Partners
Connecticut
$349K +$10.6K +92 +3%
MSRI
1015
Michael S. Ryan Inc
New York
$349K +$2.76K +24 +0.7%
PCP
1016
Proficio Capital Partners
Massachusetts
$346K +$161K +1,402 +75%
EWA
1017
EverSource Wealth Advisors
Alabama
$344K +$260K +2,264 +229%
NHT
1018
New Hampshire Trust
New Hampshire
$343K -$89.5K -779 -19%
PFC
1019
Phocas Financial Corp
California
$342K +$372K +3,240 New
KWM
1020
Kolinsky Wealth Management
New Jersey
$342K -$25.2K -219 -6%
EC
1021
EntryPoint Capital
New York
$341K +$29.7K +258 +9%
IAIM
1022
International Assets Investment Management
Florida
$341K -$20K -174 -5%
BFWM
1023
Bright Futures Wealth Management
New York
$341K -$230 -2 -0.1%
FAFN
1024
First Affirmative Financial Network
Colorado
$339K -$116K -1,012 -24%
JFG
1025
Jefferies Financial Group
New York
$338K -$207K -1,800 -36%
39 40
41
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