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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Mattern Wealth Management
Kansas
$222K – – –
PPP
1127
Private Portfolio Partners
New Jersey
$221K +$1.47K +12 +0.6%
BFM
1128
Boston Financial Management
Massachusetts
$221K -$4.04K -33 -2%
NC
1129
NBW Capital
Massachusetts
$220K -$10.8K -88 -4%
AFS
1130
AFG Fiduciary Services
Massachusetts
$219K – – –
SRC
1131
Sage Rhino Capital
California
$218K +$19.3K +158 +9%
SQA
1132
Simon Quick Advisors
New Jersey
$217K +$26.5K +217 +13%
OWA
1133
Opal Wealth Advisors
New York
$217K +$32.8K +268 +16%
DWM
1134
Destination Wealth Management
California
$217K – – –
HFP
1135
Holistic Financial Partners
Indiana
$216K +$11.9K +97 +5%
TLP
1136
Trinity Legacy Partners
Texas
$216K +$235K +1,923 New
GWS
1137
Glassman Wealth Services
Virginia
$215K +$4.4K +36 +2%
UF
1138
Univest Financial
Pennsylvania
$214K +$1.22K +10 +0.5%
APW
1139
Austin Private Wealth
Texas
$214K +$233K +1,905 New
SCM
1140
Sandler Capital Management
New York
$213K – – –
SFS
1141
Summit Financial Strategies
Ohio
$213K – – –
PW
1142
Peninsula Wealth
California
$213K -$14.9K -122 -5%
CWM
1143
Cedar Wealth Management
California
$213K – – –
RMDI
1144
R.M. Davis Inc
Maine
$212K – – –
RPWA
1145
Regent Peak Wealth Advisors
Georgia
$212K +$2.2K +18 +1%
TW
1146
TrinityPoint Wealth
Connecticut
$212K +$231K +1,888 New
NL
1147
NWAM LLC
Washington
$212K +$30.6K +250 +15%
NJBEST
1148
New Jersey Better Educational Savings Trust
New Jersey
$212K – – –
RWP
1149
Revolve Wealth Partners
New Jersey
$211K +$10.8K +88 +5%
CCM
1150
Carlson Capital Management
Minnesota
$211K -$979 -8 -0.4%
44 45
46
47 48