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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1201
Perennial Investment Advisors
California
$242K -$13.8K -106 -5%
HFP
1202
Holistic Financial Partners
Indiana
$241K -$8.23K -63 -3%
SRC
1203
Sage Rhino Capital
California
$240K -$392 -3 -0.2%
AWM
1204
Alterna Wealth Management
Texas
$238K – – –
HWM
1205
Hohimer Wealth Management
Washington
$238K +$26.1K +200 +12%
UF
1206
Univest Financial
Pennsylvania
$237K -$7.32K -56 -3%
IAIM
1207
International Assets Investment Management
Florida
$236K +$19.5K +149 +9%
MMPW
1208
Mitchell McLeod Pugh & Williams
Alabama
$235K -$392 -3 -0.2%
KFP
1209
KMG Fiduciary Partners
Ohio
$234K -$43K -329 -15%
BTWM
1210
Baker Tilly Wealth Management
Wisconsin
$234K -$122K -937 -34%
DCBT
1211
Dakota Community Bank & Trust
North Dakota
$233K +$39.9K +305 +20%
BF
1212
BOK Financial
Oklahoma
$233K -$39.3K -301 -14%
NCTC
1213
New Covenant Trust Company
Indiana
$232K +$233K +1,783 New
RFS
1214
Richardson Financial Services
Massachusetts
$232K +$5.23K +40 +2%
MWM
1215
Mattern Wealth Management
Kansas
$231K -$26.1K -200 -10%
MSS
1216
Mitchell Sinkler & Starr
Pennsylvania
$230K -$122K -935 -35%
TC
1217
Truvestments Capital
Florida
$230K +$87.4K +669 +61%
FCBT
1218
First Citizens Bank & Trust
North Carolina
$230K +$231K +1,769 New
WFA
1219
Wellspring Financial Advisors
Ohio
$227K +$22.9K +175 +11%
CCG
1220
Catalina Capital Group
California
$227K +$228K +1,745 New
NC
1221
NBW Capital
Massachusetts
$227K -$28.4K -217 -11%
EA
1222
Everpar Advisors
Oklahoma
$227K -$146K -1,120 -39%
AIIMS
1223
Analyst IMS Investment Management Services
Israel
$226K +$18.8K +144 +9%
CCA
1224
Cottonwood Capital Advisors
Utah
$226K -$28.5K -218 -10%
PVM
1225
Palogic Value Management
Texas
$226K +$2.35K +18 +1%