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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1451
Clearstead Trust
Maine
$5.25K – – –
CWP
1452
Clark Wealth Partners
Illinois
$5.25K – – –
WPA
1453
Wealth Preservation Advisors
Tennessee
$5.25K +$5.44K +47 New
CFS
1454
Compass Financial Services
Iowa
$5.14K – – –
PP
1455
Pacifica Partners
Canada
$5.08K +$5.79K +50 New
MSFP
1456
Mark Sheptoff Financial Planning
Connecticut
$5.03K – – –
MAS
1457
MPWM Advisory Solutions
Georgia
$5.03K – – –
PAM
1458
Parvin Asset Management
South Dakota
$4.92K +$5.09K +44 New
SIM
1459
Synergy Investment Management
Florida
$4.49K -$116 -1 -2%
NWMP
1460
Noble Wealth Management PBC
Colorado
$4.47K -$3.01K -26 -39%
CFFP
1461
Center for Financial Planning
Michigan
$4.36K -$5.67K -49 -56%
BAM
1462
Bellevue Asset Management
Washington
$4.29K +$116 +1 +3%
RDFA
1463
Ritter Daniher Financial Advisory
Ohio
$4.14K -$4.28K -37 -50%
ACM
1464
Anfield Capital Management
California
$4.14K – – –
SFA
1465
Semmax Financial Advisors
North Carolina
$4.06K – – –
BL
1466
BFSG LLC
California
$4.03K +$4.17K +36 New
SC
1467
Swan Capital
Florida
$3.97K – – –
MFT
1468
Moisand Fitzgerald Tamayo
Florida
$3.91K – – –
GP
1469
Greenline Partners
New York
$3.8K +$3.93K +34 New
CPA
1470
Compass Planning Associates
Massachusetts
$3.54K – – –
1L
1471
10Elms LLP
Oklahoma
$3.46K – – –
PPA
1472
Painted Porch Advisors
California
$3.35K – – –
BLC
1473
Brown, Lisle/Cummings
Rhode Island
$3.24K +$1.97K +17 +142%
VWA
1474
Valued Wealth Advisors
Utah
$3.13K -$235K -2,033 -99%
EWA
1475
EQ Wealth Advisors
Texas
$3.13K +$3.24K +28 New
57 58
59
60 61