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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1201
Juncture Wealth Strategies
Arizona
$228K +$194K +1,709 New
SCP
1202
Sivia Capital Partners
California
$227K +$194K +1,705 New
3F
1203
360 Financial
Minnesota
$227K +$193K +1,700 New
VWA
1204
Valued Wealth Advisors
Utah
$226K +$229K +2,017 New
IAIM
1205
International Assets Investment Management
Florida
$226K +$193K +1,697 New
CA
1206
CapWealth Advisors
Tennessee
$226K +$192K +1,695 New
PNC
1207
Park National Corp
Ohio
$224K -$13.2K -116 -6%
DCM
1208
Driehaus Capital Management
Illinois
$223K -$42.1K -371 -18%
CP
1209
Canopy Partners
Ohio
$221K +$189K +1,661 New
CIC
1210
Crawford Investment Counsel
Georgia
$219K +$186K +1,640 New
RZH
1211
Relyea Zuckerberg Hanson
Connecticut
$218K -$47.6K -419 -20%
PWA
1212
Physician Wealth Advisors
Utah
$218K +$192K +1,692 New
HWM
1213
Hohimer Wealth Management
Washington
$217K +$185K +1,627 New
HL
1214
HeadInvest LLC
Maine
$216K -$5.9K -52 -3%
QPWM
1215
Quadrant Private Wealth Management
Pennsylvania
$216K +$184K +1,618 New
WPC
1216
Waters Parkerson & Co
Louisiana
$215K +$183K +1,612 New
FCB
1217
First County Bank
Connecticut
$214K +$182K +1,605 New
PFG
1218
PAX Financial Group
Texas
$214K +$184K +1,622 New
AIIMS
1219
Analyst IMS Investment Management Services
Israel
$213K +$181K +1,595 New
GWM
1220
Greenwich Wealth Management
Connecticut
$212K +$180K +1,589 New
GWAG
1221
Garrett Wealth Advisory Group
Texas
$211K +$180K +1,584 New
SAM
1222
Selway Asset Management
$211K +$179K +1,581 New
TW
1223
TritonPoint Wealth
Maryland
$211K +$179K +1,580 New
CWA
1224
CJM Wealth Advisers
Virginia
$209K -$51K -449 -22%
WFA
1225
Wellspring Financial Advisors
Ohio
$209K +$178K +1,570 New
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