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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1051
Hilltop Holdings
Texas
$211K -$35.9K -235 -15%
PSIWM
1052
Paradigm Strategies in Wealth Management
Minnesota
$211K – – –
GFP
1053
Gryphon Financial Partners
Ohio
$211K +$305 +2 +0.2%
XT
1054
XTX Topco
Cayman Islands
$211K +$200K +1,309 New
BCWM
1055
Bartlett & Co Wealth Management
Ohio
$210K -$4.88K -32 -2%
BC
1056
Bartlett & Co
Ohio
$210K -$4.88K -32 -2%
EGA
1057
E&G Advisors
Texas
$210K – – –
SWM
1058
SeaCrest Wealth Management
New York
$210K +$2.29K +15 +1%
RWP
1059
Revolve Wealth Partners
New Jersey
$209K +$198K +1,297 New
MA
1060
MJP Associates
Connecticut
$208K -$35.3K -231 -15%
CWM
1061
Congress Wealth Management
Massachusetts
$208K +$196K +1,286 New
CWS
1062
Confluence Wealth Services
Pennsylvania
$207K – – –
BFS
1063
Bradley Foster & Sargent
Connecticut
$206K -$1.37K -9 -0.7%
DGI
1064
Disciplined Growth Investors
Minnesota
$203K -$82.4K -540 -30%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$203K -$21.5K -141 -10%
CFO
1066
CVA Family Office
Colorado
$203K +$81.6K +535 +74%
LAM
1067
L2 Asset Management
Massachusetts
$203K +$192K +1,258 New
BFC
1068
Bedel Financial Consulting
Indiana
$201K -$10.2K -67 -5%
WF
1069
Warner Financial
Maryland
$201K – – –
CG
1070
Cutler Group
California
$200K -$249K -1,631 -57%
GCC
1071
Guardian Capital (Canada)
Ontario, Canada
$200K -$246K -1,615 -57%
LC
1072
Lindbrook Capital
California
$195K +$458 +3 +0.2%
UB
1073
UMB Bank
Missouri
$194K – – –
AWA
1074
Aaron Wealth Advisors
Illinois
$190K -$15.7K -103 -8%
ED
1075
Exane Derivatives
France
$188K -$38.6K -253 -18%
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43
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