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Procore

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Caerus Investment Advisors
Texas
$234K +$243K +4,106 New
CL
302
Choreo LLC
Illinois
$233K -$31.5K -532 -12%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$227K +$71.2K +1,204 +43%
IA
304
IFP Advisors
Florida
$225K +$86.5K +1,462 +59%
UCFA
305
United Capital Financial Advisors
Texas
$219K +$227K +3,843 New
NC
306
nVerses Capital
Florida
$217K +$225K +3,811 New
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$217K -$104K -1,755 -32%
FCH
308
Freestone Capital Holdings
Washington
$217K -$139K -2,350 -38%
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$215K +$224K +3,782 New
MAS
310
Meeder Advisory Services
Ohio
$214K +$41.9K +708 +23%
JTWM
311
Jackson Thornton Wealth Management
Alabama
$207K +$259K +4,380 New
XT
312
XTX Topco
Cayman Islands
$207K -$3.67M -62,068 -94%
WF
313
WoodTrust Financial
Wisconsin
$205K +$20.7K +350 +11%
AHL
314
Abel Hall LLC
Louisiana
$205K +$213K +3,594 New
ICP
315
Interchange Capital Partners
Pennsylvania
$205K +$17.8K +301 +9%
PCS
316
Personal CFO Solutions
New Jersey
$201K -$17.8K -300 -8%
SAM
317
Smartleaf Asset Management
Massachusetts
$199K -$8.46K -143 -4%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$196K -$16.6K -281 -8%
HWP
319
Highline Wealth Partners
California
$194K -$4.91K -83 -2%
EP
320
Essential Partners
California
$184K +$180K +3,044 +1,585%
FFA
321
Farther Finance Advisors
California
$178K +$1.54K +26 +0.8%
KBC Group
322
KBC Group
Belgium
$176K
S
323
SignatureFD
Georgia
$173K +$126K +2,122 +234%
SO
324
STRS Ohio
Ohio
$171K +$14.9K +251 +9%
BBHC
325
Brown Brothers Harriman & Co
New York
$166K +$111K +1,884 +185%