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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1326
Cornerstone Wealth Group
North Carolina
$214K +$209K +1,679 New
ESB
1327
Essex Savings Bank
Connecticut
$214K +$209K +1,675 New
AIA
1328
Affinity Investment Advisors
California
$213K +$208K +1,671 New
NWMG
1329
National Wealth Management Group
Ohio
$212K -$88.3K -708 -30%
VA
1330
Valmark Advisers
Ohio
$212K +$207K +1,657 New
TW
1331
TritonPoint Wealth
Maryland
$211K +$206K +1,653 New
QFW
1332
QTR Family Wealth
Florida
$210K +$186K +1,493 New
CCM
1333
Charter Capital Management
Wisconsin
$208K +$203K +1,632 New
FFO
1334
Fiduciary Family Office
Florida
$208K +$203K +1,628 New
CSA
1335
Cornerstone Select Advisors
Missouri
$208K +$203K +1,628 New
SFWC
1336
Strategic Family Wealth Counselors
New Jersey
$208K +$198K +1,588 New
CGPCS
1337
Capital Group Private Client Services
California
$208K +$203K +1,627 New
I
1338
IMPACTfolio
Colorado
$208K +$203K +1,626 New
LAS
1339
Lloyd Advisory Services
Georgia
$208K -$19.9K -160 -9%
SA
1340
Sacks & Associates
New Jersey
$207K +$202K +1,624 New
FWI
1341
Facet Wealth Inc
Maryland
$206K +$202K +1,621 New
NRG
1342
Nemes Rush Group
Michigan
$205K +$37.4K +300 +23%
MWP
1343
Meridian Wealth Partners
Pennsylvania
$204K -$62K -497 -24%
TW
1344
Traveka Wealth
California
$204K +$199K +1,597 New
CVM
1345
Cheviot Value Management
California
$203K – – –
CWA
1346
Canvas Wealth Advisors
Kansas
$203K +$198K +1,588 New
AP
1347
Americana Partners
Texas
$202K +$198K +1,585 New
BT
1348
Banque Transatlantique
France
$202K – – –
SAM
1349
Silvercrest Asset Management
New York
$201K +$196K +1,574 New
SOS
1350
Silver Oak Securities
Tennessee
$193K +$147K +1,179 +371%
52 53
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55 56