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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1051
Exencial Wealth Advisors
Oklahoma
$346K +$294K +2,594 New
BC
1052
Bartlett & Co
Ohio
$345K +$18.8K +166 +7%
CAM
1053
Covenant Asset Management
New Jersey
$344K +$38K +335 +15%
CWM
1054
Cordatus Wealth Management
Pennsylvania
$344K -$267K -2,350 -48%
C
1055
Certuity
Florida
$342K +$291K +2,565 New
PCIG
1056
Partners Capital Investment Group
Massachusetts
$340K -$58.9K -519 -17%
VWA
1057
Visionary Wealth Advisors
Illinois
$339K -$568 -5 -0.2%
WWC
1058
Waypoint Wealth Counsel
Georgia
$338K -$4.43K -39 -2%
CDH
1059
Charles D. Hyman
$338K
MGIA
1060
Moneta Group Investment Advisors
Missouri
$337K +$12.7K +112 +5%
BCM
1061
Brasada Capital Management
Texas
$335K -$255K -2,250 -47%
SWM
1062
Scissortail Wealth Management
Oklahoma
$334K +$297K +2,615 New
QWP
1063
Quotient Wealth Partners
Texas
$334K +$284K +2,504 New
MC
1064
Middleton & Co
Massachusetts
$333K
MCC
1065
Malaga Cove Capital
California
$333K +$284K +2,499 New
IP
1066
Ignite Planners
California
$333K -$41K -361 -13%
AC
1067
Avestar Capital
New York
$328K +$68.8K +606 +33%
TMWM
1068
Taylor & Morgan Wealth Management
Michigan
$328K -$51.4K -453 -16%
HKIMG
1069
Hutchens & Kramer Investment Management Group
Indiana
$327K -$65.8K -580 -19%
FPAS
1070
Focus Partners Advisor Solutions
Missouri
$326K +$278K +2,449 New
OL
1071
OneFund LLC
Florida
$326K +$277K +2,442 New
WP
1072
Wealthspan Partners
Iowa
$322K -$11.5K -101 -4%
CC
1073
Centiva Capital
New York
$322K +$274K +2,416 New
KP
1074
Keel Point
Alabama
$321K -$20.4K -180 -7%
IA
1075
Inspire Advisors
Idaho
$319K +$272K +2,397 New