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Presidio Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$420K -$10.9K -291 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$137K +$12.1K +322 +9%
SPC
3
Sigma Planning Corp
Michigan
$111K +$114K +3,023 New
Citadel Advisors
4
Citadel Advisors
Florida
$106K +$109K +2,906 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$94K -$43.8K -1,166 -31%
IA
6
IFP Advisors
Florida
$90K +$12K +319 +15%
AAS
7
Avantax Advisory Services
Texas
$77K +$78.1K +2,078 New
SMG
8
Smart Money Group
Texas
$63K -$172K -4,575 -73%
PFS
9
Prospera Financial Services
Texas
$52K +$53.1K +1,412 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40K +$301 +8 +0.7%
Creative Planning
11
Creative Planning
Kansas
$39K +$39.7K +1,056 New
HF
12
HRT Financial
New York
$36K +$38K +1,010 New
TCWM
13
Total Clarity Wealth Management
Illinois
$24K +$23.3K +620 New
GWM
14
Geneos Wealth Management
Colorado
$22K +$24.6K +655 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K
CI
16
CX Institutional
Indiana
$14K +$14.4K +383 New
GAM
17
Gemmer Asset Management
California
$12K +$12.4K +330 New
BC
18
Barnett & Company
Tennessee
$8K +$8.53K +227 New
SFS
19
Sowell Financial Services
Arkansas
$6K +$6.61K +176 New
HWA
20
HHM Wealth Advisors
Tennessee
$5K +$5.18K +138 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2K
Wells Fargo
22
Wells Fargo
California
$1K
KAS
23
Kestra Advisory Services
Texas
-$79K -2,020 Closed
AW
24
Avion Wealth
Texas
-$64K -1,517 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$5K -121 Closed