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Presidio Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$1.25M +$168K +4,981 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$582K +$243K +7,216 +65%
IA
3
IFP Advisors
Florida
$401K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$329K +$280K +8,327 +413%
IAIM
5
International Assets Investment Management
Florida
$258K +$239K +7,100 +710%
Osaic Holdings
6
Osaic Holdings
Arizona
$157K +$3.23K +96 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$152K -$90.8K -2,700 -36%
KAS
8
Kestra Advisory Services
Texas
$128K -$6.29K -187 -4%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$94K -$45.7K -1,360 -31%
State Street
10
State Street
Massachusetts
$85K +$11K +327 +14%
BlackRock
11
BlackRock
New York
$84K -$16K -475 -15%
AAS
12
Avantax Advisory Services
Texas
$81K -$5.25K -156 -6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$76K -$29.8K -887 -27%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$59K
Northern Trust
15
Northern Trust
Illinois
$52K +$5.62K +167 +11%
SPC
16
Sigma Planning Corp
Michigan
$51K -$8.88K -264 -14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$51K +$774 +23 +1%
Creative Planning
18
Creative Planning
Kansas
$39K
VF
19
Virtu Financial
New York
$38K -$34.4K -1,023 -46%
Morgan Stanley
20
Morgan Stanley
New York
$33K +$8.48K +252 +32%
ADL
21
Asset Dedication LLC
California
$29K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23K +$4.17K +124 +21%
APA
23
American Portfolios Advisors
New York
$17K
AC
24
AlphaCore Capital
California
$16K +$16.8K +500 New
MAM
25
Meeder Asset Management
Ohio
$12K