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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
1026
Investment Research Partners
Pennsylvania
$494K +$63.8K +512 +15%
GFA
1027
Gallagher Fiduciary Advisors
Illinois
$493K -$65.3K -524 -12%
BDF
1028
Black Diamond Financial
Maryland
$492K -$34.8K -279 -7%
EWP
1029
Elevation Wealth Partners
California
$492K -$158K -1,271 -25%
TC
1030
TFR Capital
Texas
$490K – – –
WWM
1031
Western Wealth Management
Colorado
$485K -$24.3K -195 -5%
PG
1032
Patten Group
Tennessee
$484K +$374 +3 +0.1%
JFG
1033
Jefferies Financial Group
New York
$484K -$2.34M -18,785 -83%
PPW
1034
Parcion Private Wealth
Washington
$483K +$111K +893 +31%
MA
1035
Mutual Advisors
Nebraska
$483K -$15.6K -125 -3%
KP
1036
Keel Point
Alabama
$483K +$39.3K +315 +9%
AIIMS
1037
Analyst IMS Investment Management Services
Israel
$483K -$2.49K -20 -0.5%
MCWS
1038
McKinley Carter Wealth Services
West Virginia
$481K +$997 +8 +0.2%
CFP
1039
Catalyst Financial Partners
Massachusetts
$480K +$10.8K +87 +2%
AA
1040
Alta Advisers
United Kingdom
$480K -$99.7K -800 -18%
CASB
1041
Cape Ann Savings Bank
Massachusetts
$480K +$13.6K +109 +3%
VVP
1042
Venture Visionary Partners
Ohio
$478K -$7.85K -63 -2%
SAM
1043
Sagewood Asset Management
New York
$475K +$464K +3,723 New
XWL
1044
XXI Wealth LLC
Illinois
$473K +$462K +3,704 New
FWP
1045
Family Wealth Partners
North Carolina
$473K +$14.1K +113 +3%
OIS
1046
OneAscent Investment Solutions
Alabama
$472K +$95K +762 +26%
CH
1047
Canton Hathaway
Rhode Island
$472K – – –
NP
1048
NorthRock Partners
Minnesota
$472K -$999K -8,017 -68%
SIA
1049
SkyView Investment Advisors
New Jersey
$471K – – –
CFCS
1050
CDM Financial Counseling Services
Connecticut
$471K +$460K +3,688 New
40 41
42
43 44