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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
701
Insight Wealth Strategies
California
$423K -$55.1K -545 -11%
RA
702
RFG Advisory
Alabama
$422K -$48.4K -479 -10%
HCM
703
HMS Capital Management
Tennessee
$419K -$46K -455 -10%
SFM
704
Signet Financial Management
New Jersey
$419K +$425K +4,200 New
BAM
705
Belpointe Asset Management
Nevada
$414K +$16.4K +162 +4%
Credit Agricole
706
Credit Agricole
France
$413K
GEA
707
Glen Eagle Advisors
New Jersey
$412K +$203K +2,008 +95%
AFM
708
Andesa Financial Management
Pennsylvania
$411K -$7.88K -78 -2%
TCM
709
Telos Capital Management
California
$409K -$44.1K -436 -10%
CB
710
Cadence Bank
Mississippi
$403K
SFS
711
Sowell Financial Services
Arkansas
$399K -$286K -2,829 -41%
Qube Research & Technologies (QRT)
712
Qube Research & Technologies (QRT)
United Kingdom
$397K +$403K +3,983 New
BJL
713
Brighton Jones LLC
Washington
$395K -$199K -1,964 -33%
MAFM
714
Mid Atlantic Financial Management
Pennsylvania
$390K +$15.7K +155 +4%
BUB
715
BBVA USA Bancshares
Texas
$385K +$48.7K +482 +14%
NAS
716
Nicolet Advisory Services
Wisconsin
$384K
CW
717
CreativeOne Wealth
Kansas
$384K +$390K +3,855 New
BP
718
Ballentine Partners
Massachusetts
$383K -$26.1K -258 -6%
DC
719
DeDora Capital
California
$377K -$56.6K -560 -13%
OPS
720
Orion Portfolio Solutions
Nebraska
$377K +$7.38K +73 +2%
AAS
721
Avantax Advisory Services
Texas
$375K -$300K -2,964 -44%
GC
722
Gilbert & Cook
Iowa
$375K +$65K +643 +21%
FAIM
723
Financial Advocates Investment Management
Washington
$373K -$303 -3 -0.1%
PA
724
Parallel Advisors
California
$368K -$78.6K -778 -17%
BFA
725
Beacon Financial Advisory
Ohio
$368K +$5.56K +55 +2%