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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1201
Southeast Asset Advisors
Georgia
$305K – – –
RFC
1202
Regions Financial Corp
Alabama
$305K -$85.1K -683 -22%
VA
1203
VestGen Advisors
Illinois
$303K +$58.6K +470 +25%
AMIM
1204
Aull & Monroe Investment Management
Alabama
$303K – – –
BOJHT
1205
Bank of Jackson Hole Trust
Wyoming
$303K -$41.1K -330 -12%
MA
1206
Modus Advisors
Minnesota
$300K -$154K -1,236 -34%
MCM
1207
McDonough Capital Management
Florida
$296K -$8.48K -68 -3%
MAWA
1208
Moss Adams Wealth Advisors
Washington
$295K +$61.3K +492 +27%
DWM
1209
Dakota Wealth Management
Florida
$295K -$99K -794 -26%
LWM
1210
Liberty Wealth Management
California
$294K +$22.1K +177 +8%
YWM
1211
Yoder Wealth Management
California
$293K +$16.6K +133 +6%
FIA
1212
Foundations Investment Advisors
Arizona
$292K -$74.4K -597 -21%
IAIM
1213
International Assets Investment Management
Florida
$291K +$284K +2,281 New
DLA
1214
Douglas Lane & Associates
New York
$291K – – –
PWM
1215
Palumbo Wealth Management
New York
$288K -$374 -3 -0.1%
AWE
1216
Avidian Wealth Enterprises
Texas
$288K +$39.3K +315 +16%
C
1217
Certuity
Florida
$286K -$11K -88 -4%
BWA
1218
Basecamp Wealth Advisors
Washington
$285K +$279K +2,235 New
PWP
1219
Phillips Wealth Planners
Mississippi
$285K -$623 -5 -0.2%
DDC
1220
DF Dent & Co
Maryland
$283K – – –
SMC
1221
Smith, Moore & Co
Missouri
$282K +$275K +2,208 New
SYBT
1222
Stock Yards Bank & Trust
Kentucky
$282K +$47.4K +380 +21%
EWA
1223
Exencial Wealth Advisors
Oklahoma
$281K +$31.7K +254 +13%
SWA
1224
Strategies Wealth Advisors
Michigan
$280K +$4.99K +40 +2%
PWA
1225
Physician Wealth Advisors
Utah
$279K +$2.37K +19 +0.9%
47 48
49
50 51