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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1326
DF Dent & Co
Maryland
$260K – – –
KFS
1327
Kelly Financial Services
Massachusetts
$260K +$2.69K +19 +1%
MSS
1328
Mitchell Sinkler & Starr
Pennsylvania
$260K – – –
B
1329
Barings
North Carolina
$259K +$271K +1,910 New
SFS
1330
Summit Financial Strategies
Ohio
$257K – – –
BCM
1331
Buckhead Capital Management
Georgia
$256K – – –
KF
1332
Kelsey Financial
California
$256K – – –
HWMO
1333
Heritage Wealth Management (Ohio)
Ohio
$255K +$2.13K +15 +0.8%
FA
1334
FDx Advisors
Illinois
$255K -$63.8K -450 -19%
MFG
1335
Mosaic Financial Group
Illinois
$255K -$7.23K -51 -3%
GC
1336
Grimes & Company
Massachusetts
$251K +$263K +1,853 New
WRPWM
1337
Werba Rubin Papier Wealth Management
California
$251K +$5.1K +36 +2%
BTWM
1338
Baker Tilly Wealth Management
Wisconsin
$250K +$262K +1,848 New
WAL
1339
W Advisors LLC
Tennessee
$249K – – –
SRC
1340
Sage Rhino Capital
California
$247K +$2.98K +21 +1%
AC
1341
Apella Capital
Connecticut
$246K +$38.3K +270 +19%
CCFM
1342
Clear Creek Financial Management
Washington
$246K +$257K +1,813 New
AT
1343
Avalon Trust
New Mexico
$245K +$28.8K +203 +13%
HP
1344
Hilltop Partners
Indiana
$245K – – –
BB
1345
Berkshire Bank
Massachusetts
$245K -$709 -5 -0.3%
MMPW
1346
Mitchell McLeod Pugh & Williams
Alabama
$244K +$284 +2 +0.1%
EAN
1347
Excelsior Advisor Network
Colorado
$243K +$254K +1,794 New
LA
1348
LM Advisors
California
$243K +$220K +1,549 +656%
JIC
1349
Joel Isaacson & Co
New York
$242K -$284 -2 -0.1%
OWM
1350
OneAscent Wealth Management
Alabama
$240K -$14.6K -103 -5%
52 53
54
55 56