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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1326
Root Financial Partners
California
$262K +$137K +967 +100%
PFS
1327
Paller Financial Services
Colorado
$261K – – –
HAG
1328
HighPoint Advisor Group
Illinois
$261K +$993 +7 +0.4%
DDC
1329
DF Dent & Co
Maryland
$260K – – –
KFS
1330
Kelly Financial Services
Massachusetts
$260K +$2.69K +19 +1%
MSS
1331
Mitchell Sinkler & Starr
Pennsylvania
$260K – – –
B
1332
Barings
North Carolina
$259K +$271K +1,910 New
SFS
1333
Summit Financial Strategies
Ohio
$257K – – –
BCM
1334
Buckhead Capital Management
Georgia
$256K – – –
KF
1335
Kelsey Financial
California
$256K – – –
HWMO
1336
Heritage Wealth Management (Ohio)
Ohio
$255K +$2.13K +15 +0.8%
FA
1337
FDx Advisors
Illinois
$255K -$63.8K -450 -19%
MFG
1338
Mosaic Financial Group
Illinois
$255K -$7.23K -51 -3%
GC
1339
Grimes & Company
Massachusetts
$251K +$263K +1,853 New
WRPWM
1340
Werba Rubin Papier Wealth Management
California
$251K +$5.1K +36 +2%
BTWM
1341
Baker Tilly Wealth Management
Wisconsin
$250K +$262K +1,848 New
WAL
1342
W Advisors LLC
Tennessee
$249K – – –
SRC
1343
Sage Rhino Capital
California
$247K +$2.98K +21 +1%
AC
1344
Apella Capital
Connecticut
$246K +$38.3K +270 +19%
CCFM
1345
Clear Creek Financial Management
Washington
$246K +$257K +1,813 New
AT
1346
Avalon Trust
New Mexico
$245K +$28.8K +203 +13%
HP
1347
Hilltop Partners
Indiana
$245K – – –
BB
1348
Berkshire Bank
Massachusetts
$245K -$709 -5 -0.3%
MMPW
1349
Mitchell McLeod Pugh & Williams
Alabama
$244K +$284 +2 +0.1%
EAN
1350
Excelsior Advisor Network
Colorado
$243K +$254K +1,794 New
52 53
54
55 56