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Procore

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WESPAC Advisors
California
$781K +$893K +11,835 New
Balyasny Asset Management
227
Balyasny Asset Management
Illinois
$764K
Creative Planning
228
Creative Planning
Kansas
$737K +$484K +6,408 +135%
JFG
229
Jefferies Financial Group
New York
$713K -$10.5M -139,589 -93%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$701K +$1.74K +23 +0.2%
TCM
231
Twin Capital Management
Pennsylvania
$690K -$6.72K -89 -0.8%
Vanguard Personalized Indexing Management
232
Vanguard Personalized Indexing Management
California
$667K +$176K +2,334 +30%
SL
233
Siren LLC
Connecticut
$660K -$755K -10,000 -50%
SAM
234
Storebrand Asset Management
Norway
$643K +$306K +4,057 +71%
ITFISA
235
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$627K
NYLIM
236
New York Life Investment Management
New York
$596K +$682K +9,032 New
FFWA
237
Forthright Family Wealth Advisory
Texas
$594K
EA
238
Ellsworth Advisors
Ohio
$588K +$41.1K +545 +7%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$554K -$34.1K -452 -5%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$551K
YIH
241
Y-Intercept (HK)
Hong Kong
$547K -$776K -10,284 -55%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$528K
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$508K +$46.3K +613 +9%
AB
244
Amalgamated Bank
New York
$487K +$22.3K +295 +4%
SCA
245
Snowden Capital Advisors
New York
$465K -$41.2K -546 -7%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$465K -$11.4M -150,883 -96%
MCM
247
MAI Capital Management
Ohio
$454K -$499K -6,618 -49%
DWM
248
Diversify Wealth Management
Utah
$444K -$38.6K -511 -7%
CM
249
Caption Management
Oklahoma
$437K +$500K +6,621 New
MIM
250
MetLife Investment Management
New Jersey
$434K -$1.06K -14 -0.2%