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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1226
Orion Capital Management
California
$54.5K
GWM
1227
Geneos Wealth Management
Colorado
$53.2K -$7.5K -61 -13%
LWA
1228
Lowe Wealth Advisors
Maryland
$52.8K
CAC
1229
Core Alternative Capital
Georgia
$51.9K -$30.8K -251 -38%
AFG
1230
Albion Financial Group
Utah
$49.9K
BSB
1231
Bangor Savings Bank
Maine
$49.3K +$1.84K +15 +4%
CAM
1232
Costello Asset Management
Pennsylvania
$48.2K
BWM
1233
Baystate Wealth Management
Massachusetts
$46K +$5.78K +47 +15%
MA
1234
Montag & Associates
Georgia
$45.8K
PCTC
1235
Perkins Coie Trust Company
Washington
$45.8K
FCT
1236
First Community Trust
Iowa
$45.7K
EARNEST Partners
1237
EARNEST Partners
Georgia
$45.3K
RA
1238
Rational Advisors
New York
$44K +$1.84K +15 +4%
FSWA
1239
Financial Synergies Wealth Advisors
Texas
$43.5K +$22.7K +185 +113%
SC
1240
SouthState Corp
Florida
$42.4K -$8.97K -73 -18%
CWM
1241
Compass Wealth Management
Connecticut
$42.2K
FPFS
1242
First Personal Financial Services
North Carolina
$41.4K
PWMA
1243
Pension & Wealth Management Advisors
Massachusetts
$41K +$123 +1 +0.3%
PMFA
1244
Plante Moran Financial Advisors
Michigan
$40.6K -$8.73K -71 -18%
HI
1245
Hoey Investments
Pennsylvania
$40.6K
CTA
1246
Colonial Trust Advisors
South Carolina
$36.4K +$123 +1 +0.3%
OCM
1247
Osterweis Capital Management
California
$36.2K
CA
1248
Centerpoint Advisors
Massachusetts
$34K +$33.3K +271 New
AAG
1249
Armstrong Advisory Group
Massachusetts
$33.6K
BONH
1250
Bank of New Hampshire
New Hampshire
$33.2K