We are live on ! Find out more
PLD icon

Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
751
Fieldview Capital Management
Michigan
$1.01M +$1.09M +9,519 New
CI
752
Cigna Investments
Connecticut
$1M – – –
IWC
753
Integrated Wealth Concepts
Massachusetts
$999K -$12.6K -110 -1%
SFG
754
Shum Financial Group
California
$991K -$10.5K -91 -1%
BAM
755
Belpointe Asset Management
Nevada
$991K +$8.04K +70 +0.9%
HCP
756
Holt Capital Partners
Texas
$990K – – –
OIA
757
OneDigital Investment Advisors
Kansas
$985K -$71.7K -624 -6%
AWM
758
AE Wealth Management
Kansas
$983K -$171K -1,489 -14%
ET
759
Equitable Trust
Tennessee
$982K +$8.04K +70 +0.8%
PCM
760
Peregrine Capital Management
Minnesota
$981K – – –
IWA
761
Icon Wealth Advisors
Texas
$978K -$20.7K -180 -2%
LSAG
762
Lake Street Advisors Group
New Hampshire
$976K +$7.24K +63 +0.7%
BSG
763
Black Swift Group
Colorado
$967K +$1.05M +9,145 New
TCM
764
Telos Capital Management
California
$961K +$20.8K +181 +2%
PF
765
Phoenix Financial
Israel
$955K +$9.88K +86 +1%
SAM
766
Sompo Asset Management
Japan
$954K -$47.1K -410 -4%
BIC
767
Beach Investment Counsel
Pennsylvania
$951K -$271K -2,361 -21%
SPC
768
Sigma Planning Corp
Michigan
$945K +$130K +1,131 +14%
SSWM
769
Smith Salley Wealth Management
North Carolina
$944K -$21.4K -186 -2%
SW
770
SVB Wealth
Massachusetts
$937K +$1.02M +8,867 New
WB
771
WesBanco Bank
West Virginia
$928K – – –
VWM
772
Venturi Wealth Management
Texas
$926K -$139K -1,211 -12%
CA
773
Clearstead Advisors
Ohio
$923K -$177K -1,539 -15%
PCG
774
Prosperity Consulting Group
Maryland
$923K -$374K -3,255 -27%
QCG
775
Quadrant Capital Group
Ohio
$921K -$62.1K -540 -6%
29 30
31
32 33