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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
801
Dana Investment Advisors
Wisconsin
$874K -$159K -1,403 -18%
EWM
802
Empirical Wealth Management
Washington
$874K +$41.9K +369 +6%
PPWP
803
Premier Path Wealth Partners
New Jersey
$866K +$739K +6,507 New
BAAM
804
Baker Avenue Asset Management
California
$864K -$15.4K -136 -2%
AWA
805
Arete Wealth Advisors
Illinois
$862K +$34.4K +303 +5%
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$861K -$126K -1,113 -15%
WPA
807
West Paces Advisors
Georgia
$848K -$50.9K -448 -7%
WCM
808
Windsor Capital Management
Arizona
$843K +$3.18K +28 +0.4%
PWM
809
Perigon Wealth Management
California
$841K -$157K -1,381 -18%
AWM
810
Axxcess Wealth Management
California
$840K -$6.7K -59 -0.9%
CCFCSB
811
Cape Cod Five Cents Savings Bank
Massachusetts
$839K -$743K -6,545 -51%
MBT
812
Montecito Bank & Trust
California
$827K -$84K -740 -11%
CAM
813
Chesapeake Asset Management
New York
$827K +$51K +449 +8%
RCM
814
RB Capital Management
Nevada
$826K -$21.5K -189 -3%
WWG
815
West Wealth Group
California
$814K +$5.34K +47 +0.8%
SWM
816
Spire Wealth Management
Virginia
$811K -$17.6K -155 -2%
HWM
817
HFG Wealth Management
Texas
$808K +$688K +6,064 New
JWCA
818
J.W. Coons Advisors
Ohio
$807K
Qube Research & Technologies (QRT)
819
Qube Research & Technologies (QRT)
United Kingdom
$806K +$650K +5,728 +1,801%
NEWAS
820
N.E.W. Advisory Services
Wisconsin
$806K -$58.6K -516 -8%
FHB
821
First Hawaiian Bank
Hawaii
$803K -$41.3K -364 -6%
MWA
822
MFA Wealth Advisors
Pennsylvania
$795K +$28.2K +248 +4%
MG
823
Mather Group
Illinois
$789K +$20.2K +178 +3%
MW
824
Marcum Wealth
Ohio
$783K -$10.3K -91 -2%
JWCA
825
J.W. Cole Advisors
Florida
$783K +$3.97K +35 +0.6%