We are live on ! Find out more
PLD icon

Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1601
Mark Sheptoff Financial Planning
Connecticut
$6.31K – – –
IPS
1602
Investors Portfolio Services
Washington
$6.25K +$1.47K +11 +32%
TCM
1603
Tradewinds Capital Management
Washington
$6.21K +$2.67K +20 +74%
SIC
1604
Salem Investment Counselors
North Carolina
$5.95K +$6.01K +45 New
PWA
1605
Portus Wealth Advisors
North Carolina
$5.95K +$6.01K +45 New
SIS
1606
Strategic Investment Solutions
Illinois
$5.94K +$6.01K +45 New
IAAG
1607
Innovative Asset Advisors Group
Connecticut
$5.87K +$5.88K +44 New
CTB
1608
Country Trust Bank
Illinois
$5.82K -$8.02K -60 -58%
TC
1609
Tacita Capital
Ontario, Canada
$5.55K – – –
BAM
1610
Bellevue Asset Management
Washington
$5.53K – – –
ADL
1611
Asset Dedication LLC
California
$5.29K -$1.47K -11 -22%
NWMP
1612
Noble Wealth Management PBC
Colorado
$5.29K – – –
PJC
1613
Phillip James Consulting
Minnesota
$5K +$5.34K +40 New
RDFA
1614
Ritter Daniher Financial Advisory
Ohio
$4.89K – – –
SC
1615
Swan Capital
Florida
$4.69K – – –
MFT
1616
Moisand Fitzgerald Tamayo
Florida
$4.63K – – –
LAM
1617
Lummis Asset Management
Texas
$4.49K – – –
BGA
1618
Battery Global Advisors
Massachusetts
$3.82K – – –
AIM
1619
Anchor Investment Management
South Carolina
$3.72K +$2.27K +17 +155%
FP
1620
Financial Perspectives
Minnesota
$3.59K – – –
LWCFA
1621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.57K +$3.47K +26 New
LAMC
1622
Longview Asset Management (California)
California
$3.44K – – –
CCWM
1623
Cassaday & Co Wealth Management
Virginia
$3.44K +$3.47K +26 New
ACA
1624
Atlas Capital Advisors
Wyoming
$3.17K – – –
MWA
1625
Medallion Wealth Advisors
Connecticut
$3.17K – – –
63 64
65
66 67