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Presidio Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$1.07M +$178K +16,211 New
AWS
2
Atria Wealth Solutions
New York
$325K -$133K -12,098 -28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$197K
IA
4
IFP Advisors
Florida
$172K -$55.9K -5,079 -58%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$108K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$102K -$23.7K -2,156 -18%
RWMG
7
Redwood Wealth Management Group
New Jersey
$60.8K +$1.3K +118 +2%
Citadel Advisors
8
Citadel Advisors
Florida
$47.6K +$50.4K +4,580 New
Renaissance Technologies
9
Renaissance Technologies
New York
$47K +$3.3K +300 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$40.5K -$2.38K -216 -5%
BlackRock
11
BlackRock
New York
$27.9K +$947 +86 +3%
State Street
12
State Street
Massachusetts
$27.6K
WP
13
WealthPLAN Partners
Nebraska
$26.5K
GSC
14
Ground Swell Capital
South Carolina
$26.3K -$11.6K -1,053 -29%
KAS
15
Kestra Advisory Services
Texas
$17.9K -$25.3K -2,298 -57%
Northern Trust
16
Northern Trust
Illinois
$16.2K
Two Sigma Advisers
17
Two Sigma Advisers
New York
$15.9K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14K -$50.5K -4,591 -76%
VF
19
Virtu Financial
New York
$14K +$14.3K +1,299 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$13.5K -$5.99K -544 -29%
Creative Planning
21
Creative Planning
Kansas
$12.7K
AAS
22
Avantax Advisory Services
Texas
$11.5K -$2.91K -264 -19%
PFS
23
Prospera Financial Services
Texas
$11.4K
TRCT
24
Tower Research Capital (TRC)
New York
$11K -$297 -27 -2%
Wells Fargo
25
Wells Fargo
California
$8.55K