We are live on ! Find out more
PLD icon

Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1276
Basecamp Wealth Advisors
Washington
$303K – – –
KNW
1277
Kesler Norman & Wride
Utah
$302K -$272K -1,916 -46%
SI
1278
Severin Investments
Missouri
$302K +$14.9K +105 +5%
HFS
1279
Howard Financial Services
Texas
$300K +$31.8K +224 +11%
RPGK
1280
Retirement Planning Group (Kansas)
Kansas
$299K +$42.7K +301 +16%
PWM
1281
Palumbo Wealth Management
New York
$299K +$142 +1 +0%
BWP
1282
Balboa Wealth Partners
Arizona
$299K -$46.9K -331 -13%
SFI
1283
Susquehanna Fundamental Investments
Pennsylvania
$298K +$312K +2,200 New
AT
1284
Adelphi Trust
Florida
$298K +$35K +247 +13%
MCM
1285
McDonough Capital Management
Florida
$297K -$45.4K -320 -13%
MC
1286
Moors & Cabot
Massachusetts
$296K +$13.6K +96 +5%
SWA
1287
Strategies Wealth Advisors
Michigan
$296K -$567 -4 -0.2%
WA
1288
WealthTrust Axiom
Pennsylvania
$295K – – –
EV
1289
EJMK Ventures
Illinois
$295K -$31.9K -225 -9%
BFC
1290
Bedel Financial Consulting
Indiana
$294K – – –
T
1291
TrustBank
Illinois
$294K +$11.1K +78 +4%
OFO
1292
OneAscent Family Office
Alabama
$292K +$37.1K +262 +14%
RC
1293
Rexford Capital
Texas
$292K +$8.93K +63 +3%
CIM
1294
Cambria Investment Management
California
$291K +$29.4K +207 +11%
RWIA
1295
Roger Wittlin Investment Advisory
California
$290K -$709 -5 -0.2%
CWG
1296
Cornerstone Wealth Group
North Carolina
$290K +$49.1K +346 +19%
DWS
1297
Discipline Wealth Solutions
South Carolina
$287K +$37.3K +263 +14%
SCM
1298
Saxony Capital Management
Missouri
$287K +$300K +2,116 New
WANY
1299
Wealthspire Advisors (New York)
New York
$286K +$42.5K +300 +17%
QWM
1300
Quaker Wealth Management
New Jersey
$286K +$993 +7 +0.3%