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Procore

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
326
V-Square Quantitative Management
Illinois
$25.7K -$1.53K -31 -5%
CSC
327
Caldwell Sutter Capital
California
$25.7K +$31.3K +632 New
TPCW
328
TD Private Client Wealth
New York
$25.4K -$10.3K -208 -25%
DAM
329
Delta Asset Management
Tennessee
$20.3K – – –
Los Angeles Capital Management
330
Los Angeles Capital Management
California
$19.3K – – –
WSFS
331
Wilmington Savings Fund Society
Delaware
$18.9K – – –
PFBT
332
Parkside Financial Bank & Trust
Missouri
$17K +$7.22K +146 +54%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$16.1K -$346 -7 -2%
OCWP
334
Owl Creek Wealth Partners
Colorado
$15.8K +$17.2K +348 +829%
S
335
SignatureFD
Georgia
$15.2K -$131K -2,653 -88%
Mitsubishi UFJ Asset Management
336
Mitsubishi UFJ Asset Management
Japan
$14.3K – – –
AF
337
Allworth Financial
California
$14.2K -$254K -5,135 -94%
FHC
338
First Horizon Corporation
Tennessee
$13.3K -$17.4K -351 -52%
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$13.1K -$26.9K -545 -63%
DB
340
Danske Bank
Denmark
$12.2K – – –
MWPCG
341
Measured Wealth Private Client Group
New Hampshire
$11K -$6.87K -139 -34%
1IA
342
1620 Investment Advisors
Massachusetts
$10.4K -$1.83K -37 -13%
ZBNA
343
Zions Bancorporation, National Association
Utah
$10.2K +$6.03K +122 +95%
APW
344
Aventura Private Wealth
Florida
$8.81K – – –
RF
345
Rossby Financial
Florida
$8.69K +$5.19K +105 +96%
BWL
346
Bogart Wealth LLC
Virginia
$8.12K +$7.96K +161 +413%
C
347
Covestor
United Kingdom
$8K +$4.4K +89 +86%
CA
348
Clearstead Advisors
Ohio
$7.47K -$10.2K -206 -53%
TFA
349
Transamerica Financial Advisors
Florida
$6.86K +$198 +4 +2%
SGFG
350
Silver Grove Financial Group
New York
$6.58K +$8.01K +162 New