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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1051
HC Financial Advisors
California
$81K
CWP
1052
Concord Wealth Partners
Virginia
$81K +$3.73K +27 +4%
FPS
1053
Fieldpoint Private Securities
Connecticut
$71K -$906K -6,555 -92%
GA
1054
GoalVest Advisory
New York
$70K -$329K -2,379 -80%
CA
1055
CoreCap Advisors
Michigan
$66K +$77.1K +558 New
PWMG
1056
Prestige Wealth Management Group
New Jersey
$65K
SSB
1057
Sandy Spring Bank
Maryland
$65K
AIP
1058
Ahrens Investment Partners
Louisiana
$65K +$415 +3 +0.5%
FCMT
1059
Founders Capital Management (Texas)
Texas
$64K +$12.4K +90 +20%
S
1060
Surevest
California
$63K +$74K +535 New
MAWCM
1061
Mine & Arao Wealth Creation & Management
California
$62K
SC
1062
SouthState Corp
Florida
$61K +$56.3K +407 +384%
MGI
1063
MayTech Global Investments
New York
$59K
CAC
1064
Core Alternative Capital
Georgia
$58K +$24.7K +179 +56%
NL
1065
NVWM LLC
Pennsylvania
$56K +$18.5K +134 +40%
AA
1066
Ancora Advisors
Ohio
$55K
TFM
1067
TFC Financial Management
Massachusetts
$55K
MA
1068
MCF Advisors
Kentucky
$55K +$34.6K +250 +114%
LCM
1069
Logan Capital Management
Pennsylvania
$53K
CT
1070
Caldwell Trust
Florida
$52.9K
PCTC
1071
Perkins Coie Trust Company
Washington
$51K
OCM
1072
Orion Capital Management
California
$51K +$46.6K +337 +337%
LWA
1073
Lowe Wealth Advisors
Maryland
$50K
RIM
1074
Rockbridge Investment Management
New York
$49.8K
AWM
1075
Atticus Wealth Management
Florida
$48K +$23.4K +169 +72%