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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
Lenox Wealth Management
Ohio
$307K -$8.47K -97 -2%
CC
652
Courier Capital
New York
$307K +$21.1K +241 +7%
HC
653
HNP Capital
New York
$307K +$302K +3,455 New
RA
654
RFG Advisory
Alabama
$303K +$329K +3,768 New
HPC
655
Hobart Private Capital
North Carolina
$303K +$104K +1,185 +46%
CG
656
Cutler Group
California
$300K +$153K +1,754 +88%
OFS
657
OneAscent Financial Services
Alabama
$299K +$324K +3,714 New
FTIOP
658
Fiduciary Trust International of Pennsylvania
Pennsylvania
$299K +$325K +3,716 New
CG
659
Caprock Group
Idaho
$296K +$29.4K +337 +10%
BAM
660
Belpointe Asset Management
Nevada
$292K -$63.9K -732 -17%
SC
661
Savant Capital
Illinois
$291K +$55K +629 +21%
HFM
662
Harvest Fund Management
China
$284K -$6.12K -70 -2%
WAM
663
Wealthspire Advisors (Maryland)
Maryland
$282K +$35.1K +402 +13%
VFA
664
Voya Financial Advisors
Connecticut
$280K +$81K +927 +38%
MGIM
665
M&G Investment Management
United Kingdom
$276K +$23.8K +273 +9%
EH
666
Employers Holdings
Nevada
$274K +$298K +3,415 New
SIM
667
Sonora Investment Management
Arizona
$273K -$874 -10 -0.3%
MAFM
668
Mid Atlantic Financial Management
Pennsylvania
$271K +$49.9K +571 +20%
AAS
669
Avantax Advisory Services
Texas
$267K +$290K +3,319 New
BFM
670
Boothbay Fund Management
New York
$265K +$288K +3,300 New
MC
671
Muzinich & Co
New York
$264K +$99.1K +1,134 +53%
FDCC
672
Foster Dykema Cabot & Co
Massachusetts
$264K +$287K +3,282 New
MFW
673
Meristem Family Wealth
Minnesota
$263K -$437 -5 -0.2%
AP
674
Advisors Preferred
Maryland
$263K +$285K +3,268 New
CIP
675
Chartwell Investment Partners
Pennsylvania
$258K +$280K +3,207 New