We are live on ! Find out more
PLD icon

Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Apollon Wealth Management
South Carolina
$814K +$61.7K +446 +7%
AIIMS
677
Analyst IMS Investment Management Services
Israel
$809K -$50.5K -365 -5%
TW
678
Transform Wealth
Colorado
$809K -$41.3K -299 -4%
WWA
679
WCG Wealth Advisors
Nevada
$802K +$942K +6,815 New
Acadian Asset Management
680
Acadian Asset Management
Massachusetts
$799K -$1.86M -13,469 -66%
AWE
681
Avidian Wealth Enterprises
Texas
$798K -$1.11K -8 -0.1%
PCA
682
Personal Capital Advisors
California
$789K +$3.73K +27 +0.4%
PWPS
683
Pinnacle Wealth Planning Services
Ohio
$786K +$58.2K +421 +7%
AAS
684
Avantax Advisory Services
Texas
$782K +$28.8K +208 +3%
SAM
685
Sabadell Asset Management
Spain
$780K
LAIC
686
Lederer & Associates Investment Counsel
California
$779K -$29.6K -214 -3%
WCM
687
Windsor Capital Management
Arizona
$775K -$27.6K -200 -3%
DWT
688
Dorsey & Whitney Trust
South Dakota
$758K +$2.49K +18 +0.3%
SXL
689
Summit X LLC
Missouri
$756K +$13.5K +98 +2%
APA
690
American Portfolios Advisors
New York
$751K -$43.8K -317 -5%
DS
691
DRW Securities
Illinois
$747K +$878K +6,348 New
MLA
692
My Legacy Advisors
Oregon
$744K -$19.4K -140 -2%
MCC
693
Money Concepts Capital
Florida
$735K -$107K -774 -11%
FHB
694
First Hawaiian Bank
Hawaii
$735K -$78.2K -566 -8%
GIA
695
Gateway Investment Advisers
Ohio
$734K +$63.7K +461 +8%
HI
696
Horizon Investments
North Carolina
$733K -$777K -5,621 -47%
SFA
697
Source Financial Advisors
New York
$732K -$18.8K -136 -2%
WTA
698
Washington Trust Advisors
Massachusetts
$726K
KWM
699
Kingsview Wealth Management
Oregon
$725K +$533K +3,856 +167%
QCG
700
Quadrant Capital Group
Ohio
$722K +$13.1K +95 +2%