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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1176
Quadrant Private Wealth Management
Pennsylvania
$250K +$246K +1,979 New
BB
1177
Bell Bank
North Dakota
$250K +$6.95K +56 +3%
RZH
1178
Relyea Zuckerberg Hanson
Connecticut
$249K +$245K +1,975 New
ESB
1179
Essex Savings Bank
Connecticut
$249K -$124 -1 -0.1%
TC
1180
Truvestments Capital
Florida
$249K +$5.83K +47 +2%
SB
1181
Sunflower Bank
Texas
$249K +$244K +1,968 New
BCG
1182
Breakwater Capital Group
New Jersey
$248K +$243K +1,961 New
STAS
1183
Strong Tower Advisory Services
Minnesota
$248K – – –
WA
1184
Waverly Advisors
Alabama
$244K -$23.7K -191 -9%
SCM
1185
Sage Capital Management
New Jersey
$243K +$124 +1 +0.1%
BC
1186
Burney Company
Virginia
$243K -$22.6K -182 -9%
SAM
1187
Silvercrest Asset Management
New York
$242K -$3.1K -25 -1%
TCM
1188
Tuttle Capital Management
Connecticut
$242K +$237K +1,913 New
BFC
1189
Bedel Financial Consulting
Indiana
$242K +$124 +1 +0.1%
MSFS
1190
Main Street Financial Solutions
Pennsylvania
$241K -$96K -774 -29%
EW
1191
Elyxium Wealth
California
$241K +$237K +1,910 New
AFS
1192
AFG Fiduciary Services
Massachusetts
$240K – – –
ADBIC
1193
A.D. Beadell Investment Counsel
Wisconsin
$240K – – –
SCM
1194
Sandler Capital Management
New York
$240K – – –
SFS
1195
Summit Financial Strategies
Ohio
$240K – – –
FFO
1196
Fiduciary Family Office
Florida
$240K -$8.93K -72 -4%
LS
1197
Leelyn Smith
Illinois
$240K -$993 -8 -0.4%
AWE
1198
Avidian Wealth Enterprises
Texas
$240K +$236K +1,898 New
JPWM
1199
Jamison Private Wealth Management
Georgia
$239K +$69.6K +561 +42%
CIC
1200
Crawford Investment Counsel
Georgia
$239K +$235K +1,894 New
46 47
48
49 50