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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
1001
Taylor & Morgan Wealth Management
Michigan
$327K -$1.83K -15 -0.5%
AAS
1002
Ameritas Advisory Services
Nebraska
$327K +$361K +2,953 New
PWP
1003
Principle Wealth Partners
Connecticut
$326K -$17.7K -145 -5%
RCAG
1004
Rehmann Capital Advisory Group
Michigan
$325K -$16.1K -132 -4%
PFBT
1005
Parkside Financial Bank & Trust
Missouri
$325K +$11.3K +92 +3%
TNA
1006
True North Advisors
Texas
$325K -$188K -1,539 -35%
RWB
1007
RMR Wealth Builders
New Jersey
$324K +$149K +1,216 +73%
AA
1008
ALPS Advisors
Colorado
$323K +$57.5K +470 +20%
BTWM
1009
Baker Tilly Wealth Management
Wisconsin
$322K -$133K -1,091 -28%
NHT
1010
New Hampshire Trust
New Hampshire
$321K -$7.95K -65 -2%
CHP
1011
Cable Hill Partners
Oregon
$320K +$349K +2,854 New
AWM
1012
Accurate Wealth Management
Florida
$320K +$60.8K +497 +20%
OWA
1013
One Wealth Advisors
California
$317K
HFM
1014
Hartford Funds Management
Pennsylvania
$316K +$21.9K +179 +7%
DL
1015
DOHJ LLC
Washington
$316K -$979 -8 -0.3%
PWMAG
1016
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$55.2K +451 +19%
KWM
1017
Kolinsky Wealth Management
New Jersey
$315K -$1.22K -10 -0.4%
VFA
1018
Voya Financial Advisors
Connecticut
$315K -$612 -5 -0.2%
FMWA
1019
Forvis Mazars Wealth Advisors
Missouri
$315K -$80.7K -660 -19%
PCS
1020
Personal CFO Solutions
New Jersey
$314K -$54.7K -447 -14%
SIA
1021
Strategic Investment Advisors
Michigan
$312K -$1.96K -16 -0.6%
M
1022
Mirova
France
$312K -$82.3K -673 -20%
VCP
1023
Verus Capital Partners
Arizona
$309K +$40.5K +331 +14%
IP
1024
Ignite Planners
California
$309K +$27.8K +227 +9%
UH
1025
Unigestion Holding
Switzerland
$306K -$312K -2,547 -48%