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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
1301
First Affirmative Financial Network
Colorado
$246K +$248K +1,858 New
DWS
1302
Discipline Wealth Solutions
South Carolina
$245K – – –
IP
1303
Indivisible Partners
Florida
$244K +$246K +1,843 New
WAL
1304
W Advisors LLC
Tennessee
$243K +$2.27K +17 +0.9%
PFM
1305
Patton Fund Management
Texas
$242K – – –
QPWM
1306
Quadrant Private Wealth Management
Pennsylvania
$240K +$10.3K +77 +4%
BB
1307
Berkshire Bank
Massachusetts
$240K -$802 -6 -0.3%
WRPWM
1308
Werba Rubin Papier Wealth Management
California
$240K +$242K +1,814 New
WANY
1309
Wealthspire Advisors (New York)
New York
$240K -$508K -3,800 -68%
HP
1310
Hilltop Partners
Indiana
$239K -$5.75K -43 -2%
SRC
1311
Sage Rhino Capital
California
$238K -$6.01K -45 -2%
MMPW
1312
Mitchell McLeod Pugh & Williams
Alabama
$238K +$134 +1 +0.1%
KIM
1313
Kestra Investment Management
Texas
$237K -$13K -97 -5%
JIC
1314
Joel Isaacson & Co
New York
$237K +$3.34K +25 +1%
DMBA
1315
Deseret Mutual Benefit Administrators
Utah
$235K +$111K +831 +88%
MCM
1316
Maple Capital Management
Vermont
$234K -$19.9K -149 -8%
WFI
1317
West Family Investments
California
$234K -$173K -1,295 -42%
OMC
1318
Old Mission Capital
Illinois
$234K +$236K +1,768 New
TMWM
1319
Taylor & Morgan Wealth Management
Michigan
$234K -$6.01K -45 -2%
WPW
1320
Waldron Private Wealth
Pennsylvania
$233K +$236K +1,766 New
KWM
1321
Keebeck Wealth Management
Illinois
$233K +$236K +1,765 New
AMPWP
1322
Alvarez & Marsal Private Wealth Partners
Florida
$233K +$236K +1,764 New
BW
1323
Bravera Wealth
North Dakota
$233K -$9.49K -71 -4%
AFP
1324
Ausdal Financial Partners
Iowa
$232K -$40.8K -305 -15%
ADBIC
1325
A.D. Beadell Investment Counsel
Wisconsin
$231K – – –
51 52
53
54 55