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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1101
Cullen Capital Management
New York
$246K – – –
RG
1102
Renaissance Group
Kentucky
$246K -$18.8K -153 -7%
BC
1103
Bartlett & Co
Ohio
$246K – – –
PI
1104
PFS Investments
Georgia
$246K +$20.5K +167 +9%
BCWM
1105
Bartlett & Co Wealth Management
Ohio
$246K – – –
BFC
1106
Bedel Financial Consulting
Indiana
$246K +$16.6K +135 +7%
QWM
1107
Quaker Wealth Management
New Jersey
$246K +$738 +6 +0.3%
BFM
1108
Boston Financial Management
Massachusetts
$245K +$4.92K +40 +2%
EC
1109
EJF Capital
Virginia
$245K -$123K -1,000 -33%
PAA
1110
Peregrine Asset Advisers
Oregon
$245K – – –
AWM
1111
Axxcess Wealth Management
California
$245K +$8K +65 +3%
AC
1112
Avestar Capital
New York
$243K +$243K +1,979 New
MWM
1113
Mattern Wealth Management
Kansas
$242K -$1.72K -14 -0.7%
PPP
1114
Private Portfolio Partners
New Jersey
$241K +$5.78K +47 +2%
BFA
1115
Beaumont Financial Advisors
Massachusetts
$240K +$11.9K +97 +5%
MSFS
1116
Main Street Financial Solutions
Pennsylvania
$240K +$7.01K +57 +3%
DWM
1117
Destination Wealth Management
California
$237K -$1.84K -15 -0.8%
FFA
1118
Farther Finance Advisors
California
$236K +$79.6K +647 +51%
HFW
1119
Horizon Family Wealth
Illinois
$236K -$6.03K -49 -2%
CFG
1120
Carr Financial Group
Massachusetts
$234K – – –
WCA
1121
Westover Capital Advisors
Delaware
$234K -$253K -2,058 -52%
SB
1122
Strategic Blueprint
Georgia
$233K +$234K +1,901 New
UF
1123
Univest Financial
Pennsylvania
$233K +$234K +1,901 New
SCM
1124
Sandler Capital Management
New York
$233K – – –
SFS
1125
Summit Financial Strategies
Ohio
$233K – – –
43 44
45
46 47