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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1251
Tyler-Stone Wealth Management
Ohio
$95.1K – – –
OCM
1252
Osterweis Capital Management
California
$91.3K +$90.1K +813 New
CT
1253
Colonial Trust
South Carolina
$90.1K +$18.7K +169 +27%
BCMLT
1254
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.6K -$10.2K -92 -11%
WWP
1255
WR Wealth Planners
Missouri
$86.7K -$3.77K -34 -4%
BIA
1256
Bell Investment Advisors
California
$86.1K -$4.76K -43 -5%
GWP
1257
Gen-Wealth Partners
Michigan
$84.7K +$6.54K +59 +8%
WT
1258
Washington Trust
Rhode Island
$83.2K +$2.1K +19 +3%
PWMG
1259
Prestige Wealth Management Group
New Jersey
$82.4K -$1.23M -11,113 -94%
AT
1260
Avalon Trust
New Mexico
$81.5K – – –
JWM
1261
Janiczek Wealth Management
Colorado
$81K -$75.3K -680 -49%
WIM
1262
Westside Investment Management
California
$80.5K – – –
BGAI
1263
Bruce G. Allen Investments
Colorado
$80.5K +$4.54K +41 +6%
DSC
1264
Duncker Streett & Co
Missouri
$80K – – –
CFO
1265
CVA Family Office
Colorado
$75.4K +$15.2K +137 +26%
VC
1266
Vestor Capital
Illinois
$74K -$1.2M -10,869 -94%
KC
1267
Knuff & Co
California
$73K – – –
NECFA
1268
New England Capital Financial Advisors
Connecticut
$72K +$222 +2 +0.3%
SIS
1269
Sound Income Strategies
Florida
$70K +$4.32K +39 +7%
DMBA
1270
Deseret Mutual Benefit Administrators
Utah
$69.9K +$12.4K +112 +22%
FHA
1271
First Horizon Advisors
Tennessee
$69.5K +$26.6K +240 +63%
PFA
1272
Pathway Financial Advisers
Indiana
$68.8K +$26.9K +243 +65%
TFM
1273
TFC Financial Management
Massachusetts
$68.3K -$9.53K -86 -12%
GIA
1274
GHP Investment Advisors
Colorado
$64.1K -$4.43K -40 -7%
PMFA
1275
Plante Moran Financial Advisors
Michigan
$63.8K +$25K +226 +66%