We are live on ! Find out more
PLD icon

Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
901
Sage Mountain Advisors
Georgia
$589K +$107K +862 +23%
SF
902
Synovus Financial
Georgia
$588K +$98K +790 +20%
SFP
903
Sweet Financial Partners
Minnesota
$588K
SWA
904
Stratos Wealth Advisors
Ohio
$585K -$17.1K -138 -3%
Los Angeles Capital Management
905
Los Angeles Capital Management
California
$584K
SCTC
906
Sanibel Captiva Trust Company
Florida
$584K -$87.2K -703 -13%
NWMG
907
Nicholson Wealth Management Group
South Carolina
$583K +$573K +4,620 New
SICM
908
Sustainable Insight Capital Management
New York
$575K +$267K +2,153 +90%
WDC
909
Woodward Diversified Capital
California
$574K -$24.6K -198 -4%
FMLI
910
Fukoku Mutual Life Insurance
Japan
$573K
MMM
911
Mendel Money Management
Illinois
$572K +$24.4K +197 +5%
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
$571K +$42.8K +345 +8%
AFG
913
Atomi Financial Group
New York
$570K +$134K +1,079 +31%
DWM
914
Destination Wealth Management
California
$569K +$307K +2,471 +122%
IBOK
915
Independence Bank of Kentucky
Kentucky
$562K +$121K +979 +28%
PHAM
916
Palisades Hudson Asset Management
Florida
$558K
SIM
917
Sentry Investment Management
Wisconsin
$558K
GWMIA
918
Global Wealth Management Investment Advisory
Florida
$558K +$53.4K +430 +11%
EWM
919
Empirical Wealth Management
Washington
$557K -$36.7K -296 -6%
PCM
920
Penserra Capital Management
California
$557K +$6.45K +52 +1%
CFM
921
Catalyst Funds Management
Australia
$556K +$546K +4,400 New
EI
922
Ecofi Investissements
France
$555K
LFA
923
Legacy Financial Advisors
Kentucky
$552K +$62.2K +501 +13%
AC
924
Avestar Capital
New York
$551K +$79K +637 +17%
DA
925
Dover Advisors
Virginia
$550K +$5.09K +41 +0.9%