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Procore
PCOR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$7.48K +$6.66K +108 New
SWS
327
SYSTM Wealth Solutions
Illinois
$6.99K +$6.23K +101 New
PTC
328
Private Trust Company
Ohio
$4.5K +$4.01K +65 New
NS
329
NBC Securities
Alabama
$4K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$3.88K – – –
AF
331
Allworth Financial
California
$3.67K -$4.87K -79 -60%
HI
332
Harbour Investments
Wisconsin
$3.12K -$1.42K -23 -34%
WIM
333
Westside Investment Management
California
$2.63K +$2.34K +38 New
BIA
334
Bell Investment Advisors
California
$2.56K +$432 +7 +23%
GWS
335
Glassman Wealth Services
Virginia
$2.49K – – –
KFS
336
Kelly Financial Services
Massachusetts
$1.73K – – –
LC
337
Lindbrook Capital
California
$1.59K -$987 -16 -41%
BMC
338
Bear Mountain Capital
Washington
$1.37K +$1.23K +20 New
AWM
339
Able Wealth Management
New Jersey
$1.31K +$1.17K +19 New
FG
340
Fairman Group
Pennsylvania
$1.31K +$1.17K +19 New
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$1.04K +$925 +15 New
GRP
342
Global Retirement Partners
California
$956 +$863 +14 New
VCM
343
Versant Capital Management
Arizona
$415 +$370 +6 New
SWM
344
Sanctuary Wealth Management
Idaho
$346 – – –
TWP
345
TFO Wealth Partners
Ohio
$346 – – –
JWA
346
JFS Wealth Advisors
Pennsylvania
$208 +$62 +1 +50%
BF
347
BOK Financial
Oklahoma
$207 +$185 +3 New
SIC
348
SJS Investment Consulting
Ohio
$139 – – –
RS
349
Rakuten Securities
Japan
$138 +$123 +2 New
TWD
350
True Wealth Design
Ohio
$70 +$62 +1 New
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