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Procore
PCOR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$5.12K +$3.51K +71 +129%
WTC
352
WhitTier Trust Company
Nevada
$4.56K – – –
PWA
353
Physician Wealth Advisors
Utah
$4.51K +$1.29K +26 +31%
SWP
354
Strategic Wealth Partners
Ohio
$4.39K – – –
PWAM
355
Private Wealth Asset Management
Iowa
$4.06K -$9.89K -200 -67%
AW
356
Avion Wealth
Texas
$4K -$2.18K -44 -28%
CA
357
Continuum Advisory
Idaho
$3.86K +$4.7K +95 New
SS
358
SBI Securities
Japan
$3.7K – – –
FCAS
359
First Command Advisory Services
Texas
$3.7K +$2.08K +42 +86%
PPC
360
Park Place Capital
Alabama
$3.62K -$297 -6 -6%
NA
361
NewEdge Advisors
Louisiana
$3.45K -$2.42K -49 -37%
AAS
362
Ameritas Advisory Services
Nebraska
$3.41K +$4.15K +84 New
MAM
363
Marquette Asset Management
Minnesota
$3.33K -$5.79K -117 -59%
APFP
364
Action Point Financial Planning
Michigan
$3.29K +$4K +81 New
UB
365
UMB Bank
Missouri
$3.13K +$2.62K +53 +221%
EP
366
Essential Partners
California
$2.4K -$157K -3,177 -98%
SWM
367
SHP Wealth Management
Massachusetts
$2.31K -$445 -9 -14%
CFB
368
Cullen/Frost Bankers
Texas
$2.03K -$247 -5 -9%
CIA
369
Cape Investment Advisory
Georgia
$2.03K +$2.47K +50 New
TRCT
370
Tower Research Capital (TRC)
New York
$1.87K -$33.9K -685 -94%
WETS
371
Wealth Enhancement Trust Services
South Dakota
$1.75K +$2.13K +43 New
SHIM
372
Stone House Investment Management
Pennsylvania
$1.71K +$2.08K +42 New
SPIA
373
Steward Partners Investment Advisory
New York
$1.63K -$35K -707 -95%
TWD
374
True Wealth Design
Ohio
$1.54K -$33.3K -673 -95%
ACA
375
American Capital Advisory
Idaho
$1.54K +$1.19K +24 +171%
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15
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