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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
UR
451
USCA RIA
Texas
$1.87M +$1.39M +13,909 +299%
QIM
452
Quest Investment Management
Oregon
$1.86M +$1.86M +18,526 New
RWA
453
Ropes Wealth Advisors
Massachusetts
$1.86M -$64.1K -640 -3%
HT
454
HighTower Trust
Texas
$1.84M -$84.4K -842 -4%
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$1.83M +$562K +5,609 +45%
BDF
456
Balasa Dinverno & Foltz
$1.82M +$18.4K +184 +1%
ECM
457
Everence Capital Management
Indiana
$1.82M +$925K +9,230 +105%
WWM
458
Western Wealth Management
Colorado
$1.75M +$240K +2,397 +16%
IWP
459
Icon Wealth Partners
Texas
$1.74M +$1.73M +17,273 New
EWA
460
EP Wealth Advisors
California
$1.73M -$518K -5,175 -23%
HFM
461
Hartford Financial Management
Connecticut
$1.73M +$18.3K +183 +1%
BRWA
462
B. Riley Wealth Advisors
Florida
$1.72M +$161K +1,612 +10%
Wealth Enhancement Advisory Services
463
Wealth Enhancement Advisory Services
Minnesota
$1.69M +$1.56M +15,557 New
GAM
464
Griffin Asset Management
New York
$1.66M
HI
465
Horizon Investments
North Carolina
$1.64M -$1.5M -14,969 -48%
CCFCSB
466
Cape Cod Five Cents Savings Bank
Massachusetts
$1.64M -$143K -1,427 -8%
COI
467
Connable Office Inc
Michigan
$1.64M +$1.63M +16,255 New
Bank Julius Baer & Co
468
Bank Julius Baer & Co
Switzerland
$1.64M -$222K -2,218 -12%
MA
469
MUFG Americas
New York
$1.63M +$117K +1,172 +8%
GRP
470
Global Retirement Partners
California
$1.62M +$4.91K +49 +0.3%
WTC
471
WhitTier Trust Company
Nevada
$1.61M -$151K -1,510 -9%
1WA
472
180 Wealth Advisors
Washington
$1.58M +$28.9K +288 +2%
QIM
473
Quantitative Investment Management
Virginia
$1.57M +$1.57M +15,648 New
TBA
474
Tower Bridge Advisors
Pennsylvania
$1.57M +$30.1K +300 +2%
Creative Planning
475
Creative Planning
Kansas
$1.56M +$309K +3,089 +25%