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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1276
Covenant Asset Management
New Jersey
$261K – – –
SF
1277
Symphony Financial
Texas
$258K +$262K +1,964 New
AT
1278
Adelphi Trust
Florida
$258K -$935 -7 -0.4%
AIA
1279
Affinity Investment Advisors
California
$258K +$37.4K +280 +17%
CIM
1280
Cambria Investment Management
California
$256K -$113K -845 -30%
MFG
1281
Mosaic Financial Group
Illinois
$256K -$4.14K -31 -2%
PFS
1282
Paller Financial Services
Colorado
$255K – – –
CWG
1283
Cornerstone Wealth Group
North Carolina
$254K +$15K +112 +7%
HAG
1284
HighPoint Advisor Group
Illinois
$254K -$1.89M -14,115 -88%
DDC
1285
DF Dent & Co
Maryland
$254K -$39.6K -296 -13%
MSS
1286
Mitchell Sinkler & Starr
Pennsylvania
$254K +$11.8K +88 +5%
RPGK
1287
Retirement Planning Group (Kansas)
Kansas
$252K +$18.8K +141 +8%
SFS
1288
Summit Financial Strategies
Ohio
$251K – – –
KFS
1289
Kelly Financial Services
Massachusetts
$251K -$1.34K -10 -0.5%
OFO
1290
OneAscent Family Office
Alabama
$251K +$4.01K +30 +2%
BCM
1291
Buckhead Capital Management
Georgia
$250K -$76.8K -575 -23%
KF
1292
Kelsey Financial
California
$250K – – –
FH
1293
FWG Holdings
Florida
$250K – – –
NL
1294
NWAM LLC
Washington
$250K +$401 +3 +0.2%
EFS
1295
Essex Financial Services
Connecticut
$249K +$251K +1,882 New
HTC
1296
Haverford Trust Company
Pennsylvania
$249K +$24.7K +185 +11%
DWP
1297
Destiny Wealth Partners
Florida
$248K +$251K +1,880 New
IAS
1298
Investment Advisory Services
Texas
$248K +$4.14K +31 +2%
OWM
1299
OneAscent Wealth Management
Alabama
$248K -$20.2K -151 -7%
HWMO
1300
Heritage Wealth Management (Ohio)
Ohio
$247K – – –
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