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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1201
Leonteq Securities AG
Switzerland
$88.4K +$5.38K +44 +6%
TWM
1202
Tradition Wealth Management
Minnesota
$84K +$1.1K +9 +1%
PWMG
1203
Prestige Wealth Management Group
New Jersey
$83.3K – – –
VWM
1204
Valley Wealth Managers
New Jersey
$82.6K – – –
AT
1205
Avalon Trust
New Mexico
$81.5K – – –
DSC
1206
Duncker Streett & Co
Missouri
$79.9K -$6.12K -50 -7%
OA
1207
Operose Advisors
Wisconsin
$79.3K +$86.5K +707 New
TIM
1208
Tortoise Investment Management
New York
$77.5K – – –
WWP
1209
WR Wealth Planners
Missouri
$76.3K – – –
CFD
1210
Creative Financial Designs
Indiana
$74.3K +$1.35K +11 +2%
Legacy Financial Group (Iowa)
1211
Legacy Financial Group (Iowa)
Iowa
$72.2K +$78.7K +643 New
NECFA
1212
New England Capital Financial Advisors
Connecticut
$71.3K +$245 +2 +0.3%
Loomis, Sayles & Company
1213
Loomis, Sayles & Company
Massachusetts
$71K -$16.1K -132 -17%
CT
1214
Colonial Trust
South Carolina
$69.3K -$979 -8 -1%
BSC
1215
Brown Shipley & Co
United Kingdom
$68K – – –
ANBT
1216
American National Bank & Trust
Texas
$67.8K +$61.2K +500 +481%
MCM
1217
MV Capital Management
Maryland
$66.8K +$245 +2 +0.3%
DMBA
1218
Deseret Mutual Benefit Administrators
Utah
$65.1K -$2.94K -24 -4%
GGI
1219
Godsey & Gibb Inc
Virginia
$64.7K – – –
HWA
1220
HHM Wealth Advisors
Tennessee
$64.7K – – –
CT
1221
Caldwell Trust
Florida
$63.6K -$5.38K -44 -7%
NSG
1222
Nalls Sherbakoff Group
Tennessee
$62.2K – – –
MAWCM
1223
Mine & Arao Wealth Creation & Management
California
$59.4K – – –
CAL
1224
Capital Advisors Ltd
Ohio
$59K – – –
PMFA
1225
Plante Moran Financial Advisors
Michigan
$57.6K +$23K +188 +58%