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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
901
Crestmont Private Wealth
Texas
$923K +$966K +6,816 New
EWA
902
EverSource Wealth Advisors
Alabama
$922K -$81.4K -574 -8%
JIR
903
James Investment Research
Ohio
$915K -$24.2K -171 -2%
IAS
904
Insigneo Advisory Services
Florida
$906K +$144K +1,015 +18%
LAIC
905
Lederer & Associates Investment Counsel
California
$903K
KCM
906
Kathmere Capital Management
Pennsylvania
$900K +$69K +487 +8%
GWP
907
Gateway Wealth Partners
Wisconsin
$894K -$160K -1,129 -15%
AWM
908
Athena Wealth Management
Nevada
$894K -$37.4K -264 -4%
FRA
909
Frank Rimerman Advisors
California
$889K +$58.1K +410 +7%
RAM
910
Ramirez Asset Management
New York
$882K -$284 -2 -0%
GWP
911
Gen-Wealth Partners
Michigan
$880K +$187K +1,322 +26%
GCM
912
Graham Capital Management
Connecticut
$876K +$37.6K +265 +4%
NFG
913
Nations Financial Group
Iowa
$871K +$63.4K +447 +7%
WAG
914
Wiser Advisor Group
Arizona
$870K -$35.2K -248 -4%
Capstone Investment Advisors
915
Capstone Investment Advisors
New York
$870K +$446K +3,144 +96%
BOH
916
Bank of Hawaii
Hawaii
$870K -$71.5K -504 -7%
CW
917
CreativeOne Wealth
Kansas
$866K -$221K -1,561 -20%
JPWM
918
Jamison Private Wealth Management
Georgia
$857K +$158K +1,116 +21%
CP
919
CenterBook Partners
Connecticut
$856K +$896K +6,322 New
HI
920
Hendershot Investments
Virginia
$848K
WC
921
Waterloo Capital
Texas
$847K +$18.9K +133 +2%
MWM
922
Meridian Wealth Management
Kentucky
$843K +$25.9K +183 +3%
WG
923
Wellington Group
Indiana
$843K +$188K +1,324 +27%
FPAS
924
Focus Partners Advisor Solutions
Missouri
$843K -$96.1K -678 -10%
GS
925
GWN Securities
Florida
$830K +$60K +423 +7%