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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1651
Planning Strategies
Pennsylvania
$7.59K +$7.94K +56 New
PMFA
1652
Plante Moran Financial Advisors
Michigan
$7.32K +$7.66K +54 New
CWA
1653
Carolina Wealth Advisors
South Carolina
$7.18K – – –
HCM
1654
Hollencrest Capital Management
California
$7.18K – – –
IPS
1655
Investors Portfolio Services
Washington
$7.05K +$993 +7 +16%
BL
1656
BFSG LLC
California
$7.04K -$1.7K -12 -19%
UFPG
1657
United Financial Planning Group
New York
$6.77K +$7.09K +50 New
AWM
1658
Abound Wealth Management
Tennessee
$6.25K -$18.9K -133 -74%
SIC
1659
Salem Investment Counselors
North Carolina
$6.1K – – –
ADL
1660
Asset Dedication LLC
California
$6.1K +$709 +5 +13%
MSFP
1661
Mark Sheptoff Financial Planning
Connecticut
$6.1K – – –
FW
1662
Fairway Wealth
Ohio
$6.1K +$6.38K +45 New
CTB
1663
Country Trust Bank
Illinois
$5.96K – – –
TC
1664
Tacita Capital
Ontario, Canada
$5.69K – – –
BAM
1665
Bellevue Asset Management
Washington
$5.66K – – –
NWMP
1666
Noble Wealth Management PBC
Colorado
$5.42K – – –
PJC
1667
Phillip James Consulting
Minnesota
$5.42K – – –
BA
1668
Bard Associates
Illinois
$5.42K +$5.67K +40 New
RDFA
1669
Ritter Daniher Financial Advisory
Ohio
$5.01K – – –
SC
1670
Swan Capital
Florida
$4.81K – – –
BWM
1671
Bullock Wealth Management
Indiana
$4.79K +$4.96K +35 New
LF
1672
LifeSteps Financial
California
$4.61K +$4.82K +34 New
OAJ
1673
Ogorek Anthony Joseph
New York
$4K -$22K -155 -82%
BGA
1674
Battery Global Advisors
Massachusetts
$3.95K – – –
FP
1675
Financial Perspectives
Minnesota
$3.71K – – –
65 66
67
68 69