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Procore
PCOR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$5.02K – – –
NS
402
NBC Securities
Alabama
$4.73K – – –
MI
403
Motiv8 Investments
Florida
$4K +$3.85K +52 New
PPC
404
Park Place Capital
Alabama
$3.93K +$1.48K +20 +59%
TFA
405
Transamerica Financial Advisors
Florida
$3.71K +$2.66K +36 +240%
CIA
406
Cape Investment Advisory
Georgia
$3.56K – – –
WTC
407
WhitTier Trust Company
Nevada
$3.43K – – –
MA
408
MCF Advisors
Kentucky
$3.35K +$3.4K +46 New
CFM
409
Cornerstone Financial Management
Massachusetts
$3.27K +$3.33K +45 New
SL
410
Salomon & Ludwin
Virginia
$3.13K – – –
WB
411
Webster Bank
Connecticut
$3.13K – – –
SWM
412
SHP Wealth Management
Massachusetts
$3.13K +$3.18K +43 New
SS
413
Sunbelt Securities
Texas
$2.98K – – –
ZBNA
414
Zions Bancorporation, National Association
Utah
$2.69K +$2.74K +37 New
WIM
415
Westside Investment Management
California
$2.66K – – –
LWMI
416
Legacy Wealth Management (Idaho)
Idaho
$2.47K – – –
CFB
417
Cullen/Frost Bankers
Texas
$2.47K +$1.11K +15 +79%
HFS
418
Hantz Financial Services
Michigan
$2K – – –
BMC
419
Bear Mountain Capital
Washington
$1.76K +$222 +3 +14%
BIA
420
Bell Investment Advisors
California
$1.67K – – –
CA
421
CoreCap Advisors
Michigan
$1.6K +$1.63K +22 New
S
422
Sachetta
Massachusetts
$1.46K – – –
BTI
423
Blue Trust Inc
Georgia
$1.24K – – –
WA
424
WPG Advisers
Maryland
$1.24K – – –
IAIM
425
International Assets Investment Management
Florida
$1.09K +$1.11K +15 New
15 16
17
18 19