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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
876
Values First Advisors
Tennessee
$395K +$350K +2,345 New
LWM
877
Laidlaw Wealth Management
New York
$389K +$23.3K +156 +7%
AAIM
878
American Assets Investment Management
California
$389K +$63.6K +426 +23%
HC
879
Henshaw Capital
Massachusetts
$386K
RCAG
880
Rehmann Capital Advisory Group
Michigan
$384K -$41K -275 -11%
CS
881
Comerica Securities
Michigan
$382K +$32.5K +218 +11%
OMC
882
Old Mission Capital
Illinois
$382K +$339K +2,271 New
PG
883
Patten Group
Tennessee
$381K +$746 +5 +0.2%
OIA
884
OneDigital Investment Advisors
Kansas
$381K +$29.4K +197 +10%
SW
885
StrongBox Wealth
Missouri
$378K +$335K +2,247 New
AF
886
Advisornet Financial
Minnesota
$376K +$15.2K +102 +5%
CI
887
CPR Investments
Michigan
$373K +$331K +2,217 New
GA
888
Geller Advisors
New York
$372K +$299 +2 +0.1%
PWLP
889
Prio Wealth Limited Partnership
Massachusetts
$371K
PP
890
PDS Planning
Ohio
$370K -$20K -134 -6%
WCP
891
Welch Capital Partners
New York
$370K +$328K +2,200 New
PWMG
892
Pinnacle Wealth Management Group
Michigan
$369K
CC
893
Cypress Capital
Tennessee
$366K
SDWMA
894
Schneider Downs Wealth Management Advisors
Pennsylvania
$366K
TIA
895
Tiemann Investment Advisors
California
$366K +$5.22K +35 +2%
EA
896
Echo45 Advisors
California
$366K +$324K +2,173 New
SG
897
StoneX Group
New York
$364K +$50.6K +339 +19%
WFI
898
West Family Investments
California
$363K
JF
899
Jump Financial
Illinois
$358K -$81.6K -547 -20%
ARMT
900
Amica Retiree Medical Trust
Rhode Island
$358K