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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1101
Meeder Asset Management
Ohio
$319K +$18K +138 +6%
OCG
1102
Opus Capital Group
Ohio
$318K -$87.5K -670 -22%
TW
1103
TrinityPoint Wealth
Connecticut
$318K +$27.7K +212 +10%
CAM
1104
Covenant Asset Management
New Jersey
$318K -$18.9K -145 -6%
AWM
1105
Accurate Wealth Management
Florida
$318K +$11K +84 +3%
TMWM
1106
Taylor & Morgan Wealth Management
Michigan
$316K -$3.92K -30 -1%
IP
1107
Ignite Planners
California
$315K -$1.18K -9 -0.4%
MS
1108
Maven Securities
Jersey
$314K +$315K +2,413 New
BCM
1109
Brasada Capital Management
Texas
$314K -$13.1K -100 -4%
CA
1110
Continuum Advisory
Idaho
$312K -$286K -2,188 -43%
P
1111
&Partners
Tennessee
$311K +$313K +2,392 New
ACS
1112
Archford Capital Strategies
Illinois
$310K +$32K +245 +11%
AFG
1113
Atomi Financial Group
New York
$308K +$61.9K +474 +25%
GDP
1114
Great Diamond Partners
Maine
$308K +$309K +2,368 New
CFP
1115
Catalyst Financial Partners
Massachusetts
$308K -$5.23K -40 -1%
YWM
1116
Yoder Wealth Management
California
$308K +$309K +2,363 New
PWLP
1117
Prio Wealth Limited Partnership
Massachusetts
$307K +$3.92K +30 +1%
OL
1118
OneFund LLC
Florida
$307K -$6.01K -46 -2%
NL
1119
NWAM LLC
Washington
$305K +$123K +941 +50%
VWA
1120
Visionary Wealth Advisors
Illinois
$304K -$27.8K -213 -8%
SYBT
1121
Stock Yards Bank & Trust
Kentucky
$304K +$49.1K +376 +19%
FWCM
1122
Ferguson Wellman Capital Management
Oregon
$303K +$16.2K +124 +6%
VCA
1123
Verdence Capital Advisors
Maryland
$302K -$5.36K -41 -2%
LS
1124
Livforsakringsbolaget Skandia
Sweden
$302K – – –
WA
1125
Waddell & Associates
Tennessee
$302K – – –
43 44
45
46 47