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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
851
Regal Investment Advisors
Michigan
$669K +$693K +5,987 New
IAN
852
Integrated Advisors Network
Texas
$666K +$86.9K +751 +14%
GWMIA
853
Global Wealth Management Investment Advisory
Florida
$665K +$47.7K +412 +7%
FFM
854
Fullerton Fund Management
Singapore
$662K +$685K +5,919 New
ACM
855
AlphaStar Capital Management
North Carolina
$649K -$34.2K -296 -5%
DA
856
Dover Advisors
Virginia
$644K +$49.4K +427 +8%
UB
857
Umpqua Bank
Oregon
$643K +$19.8K +171 +3%
NEWAS
858
N.E.W. Advisory Services
Wisconsin
$642K -$10.1K -87 -1%
DTL
859
Dynamic Technology Lab
Singapore
$637K +$659K +5,700 New
HWM
860
HFG Wealth Management
Texas
$636K -$5.55K -48 -0.8%
TPW
861
Transatlantique Private Wealth
New York
$636K +$39.5K +341 +6%
AFG
862
Atomi Financial Group
New York
$635K +$75.2K +650 +13%
WJWM
863
Williams Jones Wealth Management
New York
$630K +$926 +8 +0.1%
AWM
864
Avior Wealth Management
Nebraska
$629K -$289K -2,495 -31%
SACTSONJ
865
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$626K – – –
LIM
866
Longfellow Investment Management
Massachusetts
$623K – – –
CPW
867
Cove Private Wealth
New York
$617K +$2.54K +22 +0.4%
JWCA
868
J.W. Coons Advisors
Ohio
$616K -$17K -147 -3%
BIG
869
Brooklyn Investment Group
New York
$616K +$153K +1,325 +32%
DAS
870
Dynamic Advisor Solutions
Arizona
$615K +$19.3K +167 +3%
TBA
871
Tower Bridge Advisors
Pennsylvania
$613K – – –
CAM
872
Creekmur Asset Management
Illinois
$613K +$576K +4,982 +994%
HCM
873
Howard Capital Management
Georgia
$612K -$95.2K -823 -13%
MW
874
Marcum Wealth
Ohio
$609K +$14.1K +122 +2%
HCL
875
Heard Capital LLC
Illinois
$609K -$3.41M -29,510 -84%