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Procore

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
401
Richardson Capital Management
Wisconsin
$1.71K +$1.77K +30 New
Nisa Investment Advisors
402
Nisa Investment Advisors
Missouri
$1.65K -$472K -7,972 -100%
JWM
403
JPL Wealth Management
Colorado
$1.65K +$1.72K +29 New
CFM
404
Cornerstone Financial Management
Massachusetts
$1.6K -$1.01K -17 -38%
PWA
405
Principia Wealth Advisory
Texas
$1.54K +$1.3K +22 +440%
BMC
406
Bear Mountain Capital
Washington
$1.54K +$178 +3 +12%
UB
407
UMB Bank
Missouri
$1.37K +$592 +10 +71%
CA
408
CoreCap Advisors
Michigan
$1.25K – – –
PEAK6
409
PEAK6
Illinois
$1.14K +$1.18K +20 New
MA
410
Montag & Associates
Georgia
$1.09K +$355 +6 +46%
CH
411
Cromwell Holdings
Wyoming
$1.08K +$296 +5 +36%
BFS
412
Bare Financial Services
Pennsylvania
$1.08K +$1.12K +19 New
WA
413
WPG Advisers
Maryland
$969 – – –
AF
414
Advisornet Financial
Minnesota
$855 +$828 +14 +1,400%
ACA
415
American Capital Advisory
Idaho
$798 +$651 +11 +367%
SC
416
SouthState Corp
Florida
$798 +$828 +14 New
CPG
417
Cornerstone Planning Group
New Jersey
$766 +$769 +13 +1,300%
TWM
418
TopTier Wealth Management
Wisconsin
$684 +$710 +12 New
KFAS
419
Keating Financial Advisory Services
Kansas
$627 +$473 +8 +267%
QWM
420
Quaker Wealth Management
New Jersey
$570 +$533 +9 +900%
BIM
421
Breakwater Investment Management
Washington
$570 +$592 +10 New
CCWM
422
Cassaday & Co Wealth Management
Virginia
$570 +$592 +10 New
RWM
423
Rialto Wealth Management
New York
$570 +$592 +10 New
CTC
424
Central Trust Company
Missouri
$342 – – –
IWS
425
Intentional Wealth Strategies
Colorado
$285 +$296 +5 New