We are live on ! Find out more
PLD icon

Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1201
Certified Advisory Corp
Florida
$114K -$5.78K -47 -5%
JSAM
1202
J. Safra Asset Management
New York
$113K – – –
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$112K – – –
GC
1204
Garde Capital
Washington
$111K – – –
BWM
1205
BerganKDV Wealth Management
Minnesota
$109K -$6.4K -52 -6%
TFM
1206
TFC Financial Management
Massachusetts
$106K +$1.72K +14 +2%
FA
1207
Fiduciary Alliance
South Carolina
$105K +$106K +860 New
TSWM
1208
Tyler-Stone Wealth Management
Ohio
$104K +$104K +847 New
BIA
1209
Bell Investment Advisors
California
$104K -$2.21K -18 -2%
WIM
1210
Westside Investment Management
California
$99.9K – – –
KC
1211
Knuff & Co
California
$98.1K – – –
DI
1212
Disciplined Investments
Oklahoma
$94.4K – – –
Loomis, Sayles & Company
1213
Loomis, Sayles & Company
Massachusetts
$94K -$9.84K -80 -9%
AA
1214
Ancora Advisors
Ohio
$93.9K +$36.9K +300 +64%
DSC
1215
Duncker Streett & Co
Missouri
$93.4K – – –
WTG
1216
West Tower Group
Virginia
$93.1K +$93.4K +759 New
LSA
1217
Leonteq Securities AG
Switzerland
$91.2K -$36.4K -296 -28%
TWM
1218
Tradition Wealth Management
Minnesota
$91K +$1.11K +9 +1%
PWMG
1219
Prestige Wealth Management Group
New Jersey
$91K – – –
VWM
1220
Valley Wealth Managers
New Jersey
$90.3K – – –
AT
1221
Avalon Trust
New Mexico
$89K – – –
TIM
1222
Tortoise Investment Management
New York
$84.7K – – –
WWP
1223
WR Wealth Planners
Missouri
$83.4K +$246 +2 +0.3%
CFD
1224
Creative Financial Designs
Indiana
$79.8K +$24.8K +202 +45%
NECFA
1225
New England Capital Financial Advisors
Connecticut
$77.7K +$246 +2 +0.3%