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Procore
PCOR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$4.6K – – –
AA
352
Ancora Advisors
Ohio
$4.03K -$9.97M -134,260 -100%
WWM
353
Wolff Wiese Magana
California
$3.78K +$3.42K +46 New
WTC
354
WhitTier Trust Company
Nevada
$3.78K +$3.42K +46 New
GRP
355
Global Retirement Partners
California
$3.45K +$2.08K +28 +200%
WIM
356
Westside Investment Management
California
$3.05K – – –
BIA
357
Bell Investment Advisors
California
$3.04K – – –
EWA
358
EverSource Wealth Advisors
Alabama
$2.6K -$8.09K -109 -74%
PPC
359
Park Place Capital
Alabama
$2.3K +$2.08K +28 New
CA
360
Crewe Advisors
Utah
$1.97K +$1.78K +24 New
KFS
361
Kelly Financial Services
Massachusetts
$1.89K -$148 -2 -8%
LC
362
Lindbrook Capital
California
$1.89K – – –
FG
363
Fairman Group
Pennsylvania
$1.56K – – –
BMC
364
Bear Mountain Capital
Washington
$1.44K – – –
A
365
AlphaQuest
New York
$1.4K +$1.26K +17 New
CA
366
Continuum Advisory
Idaho
$1.36K +$1.49K +20 New
RS
367
Rakuten Securities
Japan
$1.23K +$965 +13 +650%
GWM
368
Geneos Wealth Management
Colorado
$822 +$742 +10 New
VCM
369
Versant Capital Management
Arizona
$493 – – –
RIL
370
Rothschild Investment LLC
Illinois
$411 -$53.1K -715 -99%
SWM
371
Sanctuary Wealth Management
Idaho
$411 – – –
HCP
372
Hexagon Capital Partners
Arkansas
$411 +$371 +5 New
BF
373
BOK Financial
Oklahoma
$321 +$74 +1 +33%
JWA
374
JFS Wealth Advisors
Pennsylvania
$247 – – –
SIC
375
SJS Investment Consulting
Ohio
$165 – – –
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