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Prologis

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1476
Golden State Wealth Management
California
$116K +$284 +2 +0.2%
SWM
1477
SHP Wealth Management
Massachusetts
$115K +$56.4K +398 +89%
BCWM
1478
Bartlett & Co Wealth Management
Ohio
$113K -$20.1K -142 -15%
WBC
1479
West Branch Capital
Massachusetts
$111K -$24.2K -171 -17%
CT
1480
Colonial Trust
South Carolina
$110K -$2.27K -16 -2%
AA
1481
Ancora Advisors
Ohio
$109K -$34.2K -241 -23%
MA
1482
Montag & Associates
Georgia
$103K – – –
GKIM
1483
GW&K Investment Management
Massachusetts
$100K -$3.83K -27 -4%
CFM
1484
Compass Financial Management
Florida
$99.9K +$103K +727 New
KFAS
1485
Keating Financial Advisory Services
Kansas
$99.8K +$26.5K +187 +34%
IFWM
1486
Institute for Wealth Management
Colorado
$99.7K +$104K +736 New
AWM
1487
Activest Wealth Management
Florida
$99.5K +$23.5K +166 +29%
WIM
1488
Westside Investment Management
California
$99.4K – – –
AF
1489
Advisornet Financial
Minnesota
$99.3K +$142 +1 +0.1%
LHEI
1490
Leo H. Evart Inc
California
$97.7K -$39.7K -280 -28%
OC
1491
Oakworth Capital
Alabama
$95.8K -$49.1K -346 -33%
WSCM
1492
Wellington Shields Capital Management
New York
$94.8K -$63.8K -450 -39%
SL
1493
Salomon & Ludwin
Virginia
$94.7K -$284 -2 -0.3%
CAL
1494
Capital Advisors Ltd
Ohio
$94K +$284 +2 +0.3%
CWP
1495
Concord Wealth Partners
Virginia
$92.8K +$97.1K +685 New
BW
1496
Basepoint Wealth
Iowa
$92.2K +$567 +4 +0.6%
AIM
1497
Axiom Investment Management
New York
$91.8K – – –
PNC
1498
Park National Corp
Ohio
$91.3K -$14.2K -100 -13%
NECFA
1499
New England Capital Financial Advisors
Connecticut
$89.8K +$425 +3 +0.5%
MAM
1500
Meeder Asset Management
Ohio
$89.1K +$93.2K +657 +65,700%