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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1051
BankPlus Wealth Management
Mississippi
$314K +$20K +191 +7%
SIM
1052
Sentry Investment Management
Wisconsin
$313K – – –
SA
1053
Sovran Advisors
California
$311K +$52.3K +499 +21%
SFG
1054
Synergy Financial Group
California
$311K +$734 +7 +0.2%
HKIMG
1055
Hutchens & Kramer Investment Management Group
Indiana
$310K +$15.9K +152 +6%
CG
1056
Clifford Group
Massachusetts
$309K +$27.2K +259 +10%
DL
1057
DOHJ LLC
Washington
$309K -$12.4K -118 -4%
LSIA
1058
LaSalle St. Investment Advisors
Illinois
$307K +$25K +238 +9%
CCM
1059
Cullen Capital Management
New York
$307K – – –
OWA
1060
Opal Wealth Advisors
New York
$306K +$194K +1,846 +173%
IP
1061
Ignite Planners
California
$304K +$7.45K +71 +3%
WAP
1062
Wealthcare Advisory Partners
Pennsylvania
$304K -$22.8K -217 -7%
PEA
1063
Park Edge Advisors
Ohio
$302K +$301K +2,870 New
ONB
1064
Old National Bancorp
Indiana
$300K +$300K +2,858 New
KMWM
1065
Keudell/Morrison Wealth Management
Oregon
$299K +$2.62K +25 +0.9%
EFG
1066
Everhart Financial Group
Ohio
$297K -$113K -1,075 -28%
HBT
1067
Heartland Bank & Trust
Illinois
$297K +$296K +2,823 New
PCA
1068
Peddock Capital Advisors
Massachusetts
$296K -$13.3K -127 -4%
OP
1069
ORG Partners
Indiana
$296K -$26K -248 -8%
GJIA
1070
Glass Jacobson Investment Advisors
Maryland
$294K -$24.2K -231 -8%
WWC
1071
Waypoint Wealth Counsel
Georgia
$294K -$32.1K -306 -10%
YIM
1072
Yoffe Investment Management
Pennsylvania
$294K – – –
CTC
1073
Cetera Trust Company
Minnesota
$293K +$6.29K +60 +2%
RL
1074
Rogco LP
Oklahoma
$291K +$48.6K +463 +20%
CP
1075
Canopy Partners
Ohio
$289K -$23K -219 -7%
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