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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
UB
901
Umpqua Bank
Oregon
$924K +$19.7K +139 +2%
CPW
902
Crestmont Private Wealth
Texas
$923K +$966K +6,816 New
EWA
903
EverSource Wealth Advisors
Alabama
$922K -$81.4K -574 -8%
JIR
904
James Investment Research
Ohio
$915K -$24.2K -171 -2%
IAS
905
Insigneo Advisory Services
Florida
$906K +$144K +1,015 +18%
LAIC
906
Lederer & Associates Investment Counsel
California
$903K – – –
KCM
907
Kathmere Capital Management
Pennsylvania
$900K +$69K +487 +8%
GWP
908
Gateway Wealth Partners
Wisconsin
$894K -$160K -1,129 -15%
AWM
909
Athena Wealth Management
Nevada
$894K -$37.4K -264 -4%
FRA
910
Frank Rimerman Advisors
California
$889K +$58.1K +410 +7%
RAM
911
Ramirez Asset Management
New York
$882K -$284 -2 -0%
GWP
912
Gen-Wealth Partners
Michigan
$880K +$187K +1,322 +26%
GCM
913
Graham Capital Management
Connecticut
$876K +$37.6K +265 +4%
NFG
914
Nations Financial Group
Iowa
$871K +$63.4K +447 +7%
WAG
915
Wiser Advisor Group
Arizona
$870K -$35.2K -248 -4%
Capstone Investment Advisors
916
Capstone Investment Advisors
New York
$870K +$446K +3,144 +96%
BOH
917
Bank of Hawaii
Hawaii
$870K -$71.5K -504 -7%
CW
918
CreativeOne Wealth
Kansas
$866K -$221K -1,561 -20%
JPWM
919
Jamison Private Wealth Management
Georgia
$857K +$158K +1,116 +21%
CP
920
CenterBook Partners
Connecticut
$856K +$896K +6,322 New
HI
921
Hendershot Investments
Virginia
$848K – – –
WC
922
Waterloo Capital
Texas
$847K +$18.9K +133 +2%
MWM
923
Meridian Wealth Management
Kentucky
$843K +$25.9K +183 +3%
WG
924
Wellington Group
Indiana
$843K +$188K +1,324 +27%
FPAS
925
Focus Partners Advisor Solutions
Missouri
$843K -$96.1K -678 -10%