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Presidio Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$1.12M +$536 +63 +0.4%
AWS
2
Atria Wealth Solutions
New York
$209K +$4.52K +532 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$150K -$2.53K -298 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$87.6K +$5.27K +620 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$55.5K -$8.91K -1,048 -13%
RWMG
6
Redwood Wealth Management Group
New Jersey
$45.3K -$1.22K -144 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$43K +$2.89K +340 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$34.2K -$1.61K -190 -4%
IA
9
IFP Advisors
Florida
$27K -$1.93K -227 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21.4K +$5.82K +685 +34%
State Street
11
State Street
Massachusetts
$20.5K -$723 -85 -3%
Wells Fargo
12
Wells Fargo
California
$20.5K +$14.8K +1,741 +210%
GSC
13
Ground Swell Capital
South Carolina
$19.7K -$3.5K -412 -14%
WP
14
WealthPLAN Partners
Nebraska
$17.8K -$238 -28 -1%
Morgan Stanley
15
Morgan Stanley
New York
$16.2K
Northern Trust
16
Northern Trust
Illinois
$12.5K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12K
Two Sigma Advisers
18
Two Sigma Advisers
New York
$11.1K -$935 -110 -7%
Creative Planning
19
Creative Planning
Kansas
$9.78K
PFS
20
Prospera Financial Services
Texas
$8.78K
TRCT
21
Tower Research Capital (TRC)
New York
$7.57K -$782 -92 -9%
UBS Group
22
UBS Group
Switzerland
$5.46K +$5.83K +686 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4K
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$3.96K +$4.23K +498 New