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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$426K +$41.2K +462 +11%
IF
652
Intrua Financial
Texas
$423K +$368K +4,125 New
WANY
653
Wealthspire Advisors (New York)
New York
$421K -$154K -1,724 -28%
CG
654
Caprock Group
Idaho
$420K +$73.1K +820 +22%
PA
655
Parallel Advisors
California
$419K +$44.6K +500 +13%
MCWS
656
McKinley Carter Wealth Services
West Virginia
$418K +$446 +5 +0.1%
JSL
657
JT Stratford LLC
Georgia
$415K +$397K +4,451 New
PHAM
658
Palisades Hudson Asset Management
Florida
$412K
RA
659
RFG Advisory
Alabama
$409K +$54.6K +612 +16%
RMCM
660
Reynders McVeigh Capital Management
Massachusetts
$407K +$11.3K +127 +3%
PCG
661
Private Capital Group
Connecticut
$406K +$2.32K +26 +0.6%
SF
662
Symphony Financial
Texas
$406K +$388K +4,351 New
MPPLM
663
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$402K +$16.2K +182 +6%
CH
664
Canton Hathaway
Rhode Island
$401K
QCG
665
Quadrant Capital Group
Ohio
$399K -$299K -3,354 -44%
Vanguard Personalized Indexing Management
666
Vanguard Personalized Indexing Management
California
$397K +$129K +1,449 +52%
HPC
667
Hobart Private Capital
North Carolina
$394K +$40.7K +456 +12%
BAM
668
Belpointe Asset Management
Nevada
$389K +$47.6K +534 +15%
CAAS
669
Capital Asset Advisory Services
Michigan
$388K +$67.8K +760 +24%
Credit Agricole
670
Credit Agricole
France
$387K -$264K -2,960 -42%
DT
671
Diversified Trust
Tennessee
$384K -$111K -1,248 -23%
CB
672
Cadence Bank
Mississippi
$377K -$338K -3,788 -48%
LWM
673
Lenox Wealth Management
Ohio
$373K +$16.1K +181 +5%
WPC
674
Waters Parkerson & Co
Louisiana
$372K -$430K -4,817 -55%
IA
675
IFP Advisors
Florida
$372K +$106K +1,188 +41%