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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1226
Relyea Zuckerberg Hanson
Connecticut
$225K +$12K +92 +6%
SCP
1227
Sivia Capital Partners
California
$224K +$2.35K +18 +1%
CAG
1228
Crestwood Advisors Group
Massachusetts
$224K -$38K -291 -14%
CASB
1229
Cape Ann Savings Bank
Massachusetts
$223K +$224K +1,714 New
BPC
1230
Banque Pictet & Cie
Switzerland
$223K +$223K +1,710 New
SWS
1231
SYSTM Wealth Solutions
Illinois
$223K -$19.3K -148 -8%
JWS
1232
Juncture Wealth Strategies
Arizona
$223K – – –
BCM
1233
Brookstone Capital Management
Illinois
$222K +$223K +1,708 New
AGM
1234
Alpine Global Management
New York
$222K +$223K +1,704 New
3F
1235
360 Financial
Minnesota
$221K – – –
CA
1236
CapWealth Advisors
Tennessee
$221K – – –
PFG
1237
PAX Financial Group
Texas
$217K +$6.01K +46 +3%
PWA
1238
Physician Wealth Advisors
Utah
$216K +$25.2K +193 +11%
NS
1239
NBC Securities
Alabama
$214K +$34.6K +265 +20%
NCM
1240
Next Capital Management
New York
$214K +$215K +1,643 New
QPWM
1241
Quadrant Private Wealth Management
Pennsylvania
$213K +$1.83K +14 +0.9%
RWP
1242
Revolve Wealth Partners
New Jersey
$212K +$8.1K +62 +4%
C
1243
CEDRUS
Colorado
$212K -$46.1K -353 -18%
PA
1244
PFG Advisors
Arizona
$212K +$212K +1,625 New
HL
1245
HeadInvest LLC
Maine
$211K – – –
AR
1246
Apeiron RIA
Texas
$211K +$211K +1,618 New
WPC
1247
Waters Parkerson & Co
Louisiana
$210K – – –
KIG
1248
Kowal Investment Group
Wisconsin
$210K +$210K +1,609 New
VA
1249
Valmark Advisers
Ohio
$210K +$210K +1,609 New
CWG
1250
Cornerstone Wealth Group
North Carolina
$207K +$207K +1,588 New
48 49
50
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