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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Wealthspire Advisors (Maryland)
Maryland
$364K +$35.4K +397 +11%
AWA
677
Arkadios Wealth Advisors
Georgia
$363K +$131K +1,473 +61%
NAS
678
Nicolet Advisory Services
Wisconsin
$362K -$268 -3 -0.1%
HW
679
Hancock Whitney
Mississippi
$357K -$162K -1,813 -32%
MAFM
680
Mid Atlantic Financial Management
Pennsylvania
$353K +$36.6K +410 +12%
VHAM
681
Van Hulzen Asset Management
California
$347K -$62.2K -697 -16%
SC
682
Savant Capital
Illinois
$344K +$6.24K +70 +2%
OPS
683
Orion Portfolio Solutions
Nebraska
$342K +$69.4K +778 +27%
OFS
684
OneAscent Financial Services
Alabama
$341K -$5.62K -63 -2%
BFA
685
Beacon Financial Advisory
Ohio
$338K -$137K -1,537 -30%
BWP
686
BSW Wealth Partners
Colorado
$332K +$317K +3,550 New
MCCP
687
Mission Creek Capital Partners
California
$327K -$29K -325 -8%
BCM
688
Brookstone Capital Management
Illinois
$326K +$311K +3,489 New
FM
689
Foster & Motley
Ohio
$321K -$65.4K -733 -18%
CIP
690
Chartwell Investment Partners
Pennsylvania
$321K +$20.6K +231 +7%
CC
691
Courier Capital
New York
$312K -$16.9K -189 -5%
FIM
692
Freedom Investment Management
Connecticut
$310K -$39.7K -445 -12%
Financial Engines Advisors
693
Financial Engines Advisors
California
$309K +$295K +3,306 New
AAS
694
Avantax Advisory Services
Texas
$307K -$3.92K -44 -1%
MC
695
Muzinich & Co
New York
$306K
MFW
696
Meristem Family Wealth
Minnesota
$305K
FWCM
697
Ferguson Wellman Capital Management
Oregon
$305K +$19.1K +214 +7%
OCG
698
Opus Capital Group
Ohio
$305K +$45.1K +506 +18%
OPPTF
699
OPSEU Pension Plan Trust Fund
Ontario, Canada
$304K -$323K -3,617 -52%
HIC
700
Hartline Investment Corp
Illinois
$302K +$289K +3,241 New