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Procore

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Source Financial Advisors
New York
$254K
DT
277
Diversified Trust
Tennessee
$250K -$69.6K -1,129 -24%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$245K +$12.2K +197 +6%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$242K +$215K +3,493 New
AIM
280
Aspen Investment Management
Michigan
$241K +$214K +3,475 New
PA
281
Parallel Advisors
California
$240K -$120K -1,942 -36%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$231K
RFC
283
Regions Financial Corp
Alabama
$227K +$202K +3,276 New
HAG
284
HighPoint Advisor Group
Illinois
$223K +$168K +2,731 New
IB
285
Intrust Bank
Kansas
$220K +$2.96K +48 +2%
ATC
286
Argent Trust Co
Tennessee
$219K +$195K +3,169 New
WA
287
Wasatch Advisors
Utah
$218K +$194K +3,146 New
CCA
288
Conestoga Capital Advisors
Pennsylvania
$216K +$1.54K +25 +0.8%
MFG
289
Merit Financial Group
Georgia
$212K -$163K -2,637 -46%
Citigroup
290
Citigroup
New York
$207K -$1.06M -17,146 -85%
PWG
291
Portside Wealth Group
Utah
$202K -$23.8K -386 -12%
Balyasny Asset Management
292
Balyasny Asset Management
Illinois
$202K +$180K +2,918 New
Lazard Asset Management
293
Lazard Asset Management
New York
$137K +$4.25K +69 +4%
KBC Group
294
KBC Group
Belgium
$112K
AIG
295
American International Group
New York
$93.2K -$1.11K -18 -1%
Robeco Institutional Asset Management
296
Robeco Institutional Asset Management
Netherlands
$83.2K
FHA
297
First Horizon Advisors
Tennessee
$80.6K +$5.98K +97 +9%
C
298
Covestor
United Kingdom
$71K -$6.66K -108 -10%
AAM
299
Advisors Asset Management
Colorado
$68.8K +$9.68K +157 +19%
BBHC
300
Brown Brothers Harriman & Co
New York
$68.3K -$34.7K -562 -36%