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Procore
PCOR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
376
Bayforest Capital
United Kingdom
$6.04K +$6.27K +106 New
C
377
Covestor
United Kingdom
$6K -$2.96K -50 -32%
WTC
378
WhitTier Trust Company
Nevada
$5.84K +$3.31K +56 +122%
PPC
379
Park Place Capital
Alabama
$5.42K +$2.43K +41 +76%
SS
380
SBI Securities
Japan
$5.19K +$1.12K +19 +26%
PWA
381
Physician Wealth Advisors
Utah
$4.84K +$4.62K +78 +1,114%
SS
382
Sunbelt Securities
Texas
$4.73K +$2.48K +42 +102%
FPF
383
First Pacific Financial
Washington
$4.56K +$178 +3 +4%
BWA
384
Basecamp Wealth Advisors
Washington
$4.16K -$5.56K -94 -56%
LFG
385
Larson Financial Group
Missouri
$3.93K -$1.18K -20 -22%
EAM
386
Exane Asset Management
France
$3.87K -$489K -8,261 -99%
SWM
387
SHP Wealth Management
Massachusetts
$3.76K +$1.36K +23 +53%
JFA
388
JNBA Financial Advisors
Minnesota
$3.76K +$3.9K +66 New
CFO
389
CVA Family Office
Colorado
$3.53K +$3.67K +62 New
PWMG
390
Private Wealth Management Group
New Jersey
$3.13K -$828 -14 -20%
CFB
391
Cullen/Frost Bankers
Texas
$3.13K +$1.24K +21 +62%
S
392
Sachetta
Massachusetts
$3.08K +$2.01K +34 +170%
CAL
393
Capital Advisors Ltd
Ohio
$3K +$2.84K +48 New
FCAS
394
First Command Advisory Services
Texas
$2.79K +$2.9K +49 New
WB
395
Webster Bank
Connecticut
$2.45K – – –
OCWP
396
Owl Creek Wealth Partners
Colorado
$2.39K +$2.48K +42 New
MCM
397
MV Capital Management
Maryland
$2.28K +$1.95K +33 +471%
BWL
398
Bogart Wealth LLC
Virginia
$2.22K +$1.83K +31 +388%
LWMI
399
Legacy Wealth Management (Idaho)
Idaho
$1.94K – – –
RCM
400
Richardson Capital Management
Wisconsin
$1.71K +$1.77K +30 New
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16
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