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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1051
Bartlett & Co Wealth Management
Ohio
$226K +$78.1K +705 +54%
BC
1052
Bartlett & Co
Ohio
$226K +$78.1K +705 +54%
AFS
1053
AFG Fiduciary Services
Massachusetts
$225K
PAA
1054
Peregrine Asset Advisers
Oregon
$225K
EC
1055
EJF Capital
Virginia
$225K +$222K +2,000 New
QWM
1056
Quaker Wealth Management
New Jersey
$225K +$221K +1,993 New
MWM
1057
Mattern Wealth Management
Kansas
$224K
JF
1058
Jump Financial
Illinois
$224K -$7.36M -66,409 -97%
EWA
1059
EverSource Wealth Advisors
Alabama
$223K +$82.1K +741 +60%
NHT
1060
New Hampshire Trust
New Hampshire
$223K +$220K +1,982 New
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$221K +$67.9K +613 +46%
EF
1062
Empirical Finance
Pennsylvania
$219K +$215K +1,944 New
CAG
1063
Crestwood Advisors Group
Massachusetts
$219K +$215K +1,942 New
JIC
1064
Joel Isaacson & Co
New York
$219K +$215K +1,939 New
OWP
1065
Obermeyer Wealth Partners
Colorado
$217K +$213K +1,924 New
SCM
1066
Sandler Capital Management
New York
$214K -$3.29M -29,741 -94%
SFS
1067
Summit Financial Strategies
Ohio
$214K +$210K +1,900 New
WP
1068
WMS Partners
Maryland
$214K +$210K +1,896 New
MFG
1069
Merit Financial Group
Georgia
$214K +$210K +1,896 New
CWM
1070
Cedar Wealth Management
California
$214K
FAM
1071
Formidable Asset Management
Ohio
$213K +$210K +1,892 New
NJBEST
1072
New Jersey Better Educational Savings Trust
New Jersey
$213K +$209K +1,887 New
WFI
1073
West Family Investments
California
$213K +$209K +1,887 New
HFP
1074
Holistic Financial Partners
Indiana
$212K +$208K +1,882 New
FMC
1075
First Merchants Corp
Indiana
$211K -$365K -3,293 -64%