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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
951
O'Rourke & Company
Massachusetts
$379K +$19.4K +158 +5%
NAS
952
Nicolet Advisory Services
Wisconsin
$379K +$11.4K +93 +3%
GWMIA
953
Global Wealth Management Investment Advisory
Florida
$378K +$18.9K +154 +5%
TMWM
954
Taylor & Morgan Wealth Management
Michigan
$374K -$20.9K -170 -5%
BPC
955
Banque Pictet & Cie
Switzerland
$374K -$36.9K -300 -9%
EC
956
EJF Capital
Virginia
$374K +$123K +1,000 +50%
OWM
957
OneAscent Wealth Management
Alabama
$370K +$66.6K +542 +22%
SOS
958
Silver Oak Securities
Tennessee
$369K +$361K +2,937 New
MC
959
Muzinich & Co
New York
$369K +$105K +854 +41%
LCS
960
Levin Capital Strategies
New York
$362K +$356K +2,900 New
GFP
961
Gryphon Financial Partners
Ohio
$361K -$18.7K -152 -5%
DL
962
DOHJ LLC
Washington
$358K -$15.2K -124 -4%
LWM
963
Laidlaw Wealth Management
New York
$357K +$6.14K +50 +2%
VFA
964
Voya Financial Advisors
Connecticut
$356K +$13.4K +109 +4%
SMA
965
Sage Mountain Advisors
Georgia
$355K +$350K +2,846 New
BB
966
Berkshire Bank
Massachusetts
$355K -$19.8K -161 -5%
HIIFS
967
Harel Insurance Investments & Financial Services
Israel
$354K +$190K +1,542 +115%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$84.4K +687 +32%
JSL
969
JT Stratford LLC
Georgia
$352K +$347K +2,821 New
VC
970
Veracity Capital
Georgia
$351K +$17.1K +139 +5%
Wealth Enhancement Advisory Services
971
Wealth Enhancement Advisory Services
Minnesota
$348K +$343K +2,789 New
VWA
972
Visionary Wealth Advisors
Illinois
$346K -$10.2K -83 -3%
CT
973
Chicago Trust
Illinois
$345K +$339K +2,762 New
DDC
974
DF Dent & Co
Maryland
$345K +$25.1K +204 +8%
WAP
975
Wealthcare Advisory Partners
Pennsylvania
$344K +$9.83K +80 +3%