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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1601
Aviso Financial
Ontario, Canada
$6.61K – – –
IAS
1602
IMA Advisory Services
Colorado
$6.34K -$267 -2 -4%
MSFP
1603
Mark Sheptoff Financial Planning
Connecticut
$6.31K – – –
IPS
1604
Investors Portfolio Services
Washington
$6.25K +$1.47K +11 +32%
TCM
1605
Tradewinds Capital Management
Washington
$6.21K +$2.67K +20 +74%
SIC
1606
Salem Investment Counselors
North Carolina
$5.95K +$6.01K +45 New
PWA
1607
Portus Wealth Advisors
North Carolina
$5.95K +$6.01K +45 New
SIS
1608
Strategic Investment Solutions
Illinois
$5.94K +$6.01K +45 New
IAAG
1609
Innovative Asset Advisors Group
Connecticut
$5.87K +$5.88K +44 New
CTB
1610
Country Trust Bank
Illinois
$5.82K -$8.02K -60 -58%
TC
1611
Tacita Capital
Ontario, Canada
$5.55K – – –
BAM
1612
Bellevue Asset Management
Washington
$5.53K – – –
WAU
1613
Wellington-Altus USA
Manitoba, Canada
$5.42K – – –
ADL
1614
Asset Dedication LLC
California
$5.29K -$1.47K -11 -22%
NWMP
1615
Noble Wealth Management PBC
Colorado
$5.29K – – –
PJC
1616
Phillip James Consulting
Minnesota
$5K +$5.34K +40 New
RDFA
1617
Ritter Daniher Financial Advisory
Ohio
$4.89K – – –
SC
1618
Swan Capital
Florida
$4.69K – – –
BWM
1619
Bullock Wealth Management
Indiana
$4.67K – – –
MFT
1620
Moisand Fitzgerald Tamayo
Florida
$4.63K – – –
LAM
1621
Lummis Asset Management
Texas
$4.49K – – –
BGA
1622
Battery Global Advisors
Massachusetts
$3.82K – – –
AIM
1623
Anchor Investment Management
South Carolina
$3.72K +$2.27K +17 +155%
FP
1624
Financial Perspectives
Minnesota
$3.59K – – –
LWCFA
1625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.57K +$3.47K +26 New
63 64
65
66 67