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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1151
Bourgeon Capital Management
Connecticut
$38K -$52.2K -350 -61%
BWM
1152
Baystate Wealth Management
Massachusetts
$38K +$149 +1 +0.4%
FFA
1153
Freedman Financial Associates
Massachusetts
$34K – – –
JFGIW
1154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
LAS
1155
Lloyd Advisory Services
Georgia
$34K – – –
PGAM
1156
Princeton Global Asset Management
New Jersey
$33K – – –
LF
1157
Lee Financial
Texas
$31K +$27.5K +184 New
SIC
1158
SJS Investment Consulting
Ohio
$31K +$27.8K +186 New
AWM
1159
AllSquare Wealth Management
New York
$30K -$4.78K -32 -15%
PA
1160
PSI Advisors
Florida
$30K – – –
RA
1161
Rational Advisors
New York
$29K -$583K -3,906 -96%
NC
1162
NewSquare Capital
Pennsylvania
$28K – – –
OA
1163
Operose Advisors
Wisconsin
$28K +$25.1K +168 New
SWA
1164
SOA Wealth Advisors
New York
$27K – – –
SIS
1165
Sound Income Strategies
Florida
$27K – – –
CB
1166
CNB Bank
Pennsylvania
$27K +$1.64K +11 +7%
RIA
1167
Richwood Investment Advisors
Ohio
$27K +$23.9K +160 New
WAC
1168
William Allan Corp
Colorado
$27K +$23.9K +160 New
GC
1169
Gould Capital
Washington
$27K +$24.2K +162 New
FMP
1170
Financial Management Professionals
Texas
$26K -$9.7K -65 -30%
CWM
1171
Cranbrook Wealth Management
Michigan
$26K -$5.22K -35 -19%
CFA
1172
Carroll Financial Associates
North Carolina
$26K +$4.92K +33 +27%
TFP
1173
Tilia Fiduciary Partners
North Carolina
$26K +$23K +154 New
ADL
1174
Asset Dedication LLC
California
$25K – – –
TFA
1175
Toth Financial Advisory
Virginia
$25K – – –
45 46
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