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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1101
Bedel Financial Consulting
Indiana
$233K +$230K +1,871 New
BFA
1102
Beaumont Financial Advisors
Massachusetts
$232K – – –
RPWA
1103
Regent Peak Wealth Advisors
Georgia
$232K +$4.06K +33 +2%
FMC
1104
First Merchants Corp
Indiana
$232K -$1.72K -14 -0.7%
JSW
1105
Journey Strategic Wealth
New Jersey
$231K -$27.4K -223 -11%
CW
1106
Connectus Wealth
Ohio
$230K +$5.53K +45 +3%
SIC
1107
Samalin Investment Counsel
New York
$230K +$227K +1,844 New
HCM
1108
Hollencrest Capital Management
California
$230K +$206K +1,679 +1,024%
PA
1109
Procyon Advisors
Connecticut
$229K +$226K +1,838 New
GWS
1110
Glassman Wealth Services
Virginia
$228K +$7.25K +59 +3%
ACP
1111
Aveo Capital Partners
Colorado
$228K +$225K +1,831 New
DBT
1112
Dubuque Bank & Trust
Iowa
$227K +$224K +1,819 New
CAAS
1113
Capital Asset Advisory Services
Michigan
$227K -$121K -982 -35%
SSG
1114
Summit Securities Group
New York
$226K -$76.4K -622 -26%
PI
1115
PFS Investments
Georgia
$226K +$226K +1,839 New
FCBT
1116
First Citizens Bank & Trust
North Carolina
$226K -$7.74K -63 -3%
CFG
1117
Citizens Financial Group
Rhode Island
$225K – – –
SG
1118
StoneX Group
New York
$225K -$30.5K -248 -12%
CCM
1119
Carlson Capital Management
Minnesota
$225K +$492 +4 +0.2%
AWM
1120
Accurate Wealth Management
Florida
$225K +$92.8K +755 +71%
CCP
1121
Carmel Capital Partners
California
$223K +$220K +1,791 New
RWP
1122
Revolve Wealth Partners
New Jersey
$223K +$220K +1,789 New
CL
1123
Choreo LLC
Illinois
$222K +$218K +1,777 New
CF
1124
Centaurus Financial
California
$221K +$55.7K +453 +34%
SRC
1125
Sage Rhino Capital
California
$220K +$217K +1,766 New
43 44
45
46 47