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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Strategy Asset Managers
California
$394K +$84K +677 +28%
HI
1027
Harbour Investments
Wisconsin
$393K +$45.2K +364 +13%
GAM
1028
Garrison Asset Management
Arkansas
$393K – – –
PIA
1029
Pinion Investment Advisors
Kansas
$393K -$20.5K -165 -5%
TW
1030
Transform Wealth
Colorado
$383K -$31K -250 -8%
GJIA
1031
Glass Jacobson Investment Advisors
Maryland
$381K – – –
CH
1032
Cromwell Holdings
Wyoming
$381K – – –
OP
1033
ORG Partners
Indiana
$380K +$3.97K +32 +1%
MGP
1034
M&G plc
United Kingdom
$379K – – –
RFC
1035
Regions Financial Corp
Alabama
$378K -$21.8K -176 -6%
OAM
1036
Oxford Asset Management
United Kingdom
$378K +$371K +2,992 New
CAM
1037
Chesapeake Asset Management
New York
$377K -$31.6K -255 -8%
WCA
1038
Westover Capital Advisors
Delaware
$376K +$744 +6 +0.2%
EC
1039
EntryPoint Capital
New York
$375K +$31.5K +254 +9%
NWA
1040
Navis Wealth Advisors
New York
$374K +$11.4K +92 +3%
MWA
1041
MFA Wealth Advisors
Pennsylvania
$373K -$7.2K -58 -2%
FMWA
1042
Forvis Mazars Wealth Advisors
Missouri
$369K +$73.1K +589 +25%
CYG
1043
Clean Yield Group
Vermont
$366K – – –
QWP
1044
Quotient Wealth Partners
Texas
$362K +$104K +838 +41%
GWM
1045
GDS Wealth Management
Texas
$361K -$15.6K -126 -4%
DL
1046
DOHJ LLC
Washington
$360K +$6.58K +53 +2%
IC
1047
Inscription Capital
Texas
$360K +$3.47K +28 +1%
KMWM
1048
Keudell/Morrison Wealth Management
Oregon
$358K +$352K +2,833 New
LAM
1049
LECAP Asset Management
United Kingdom
$357K +$351K +2,831 New
RIL
1050
Rothschild Investment LLC
Illinois
$355K +$13K +105 +4%
40 41
42
43 44