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Procore
PCOR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
426
International Assets Investment Management
Florida
$1.09K +$1.11K +15 New
CH
427
Cromwell Holdings
Wyoming
$1.02K – – –
UB
428
UMB Bank
Missouri
$1.02K +$592 +8 +133%
MA
429
Montag & Associates
Georgia
$965 +$962 +13 New
AA
430
Addison Advisors
Vermont
$946 – – –
RF
431
Rossby Financial
Florida
$946 – – –
RFP
432
Root Financial Partners
California
$727 – – –
HFS
433
Hughes Financial Services
Virginia
$655 – – –
OC
434
Optima Capital
Oregon
$655 +$666 +9 New
AA
435
Ancora Advisors
Ohio
$582 – – –
BWL
436
Bogart Wealth LLC
Virginia
$582 – – –
NSIM
437
North Star Investment Management
Illinois
$582 – – –
MCM
438
MV Capital Management
Maryland
$510 +$74 +1 +17%
PWA
439
Physician Wealth Advisors
Utah
$510 +$518 +7 New
CTC
440
Central Trust Company
Missouri
$437 +$444 +6 New
SIC
441
SJS Investment Consulting
Ohio
$437 +$444 +6 New
LSA
442
Leonteq Securities AG
Switzerland
$364 -$3.18K -43 -90%
PWA
443
Principia Wealth Advisory
Texas
$364 – – –
ACA
444
American Capital Advisory
Idaho
$219 – – –
MCM
445
Manchester Capital Management
Vermont
$219 – – –
RIAS
446
Rachor Investment Advisory Services
Michigan
$219 +$222 +3 New
KFAS
447
Keating Financial Advisory Services
Kansas
$218 +$222 +3 New
RJA
448
Ross\Johnson & Associates
Minnesota
$218 +$222 +3 New
UFPG
449
United Financial Planning Group
New York
$218 +$222 +3 New
AWM
450
Abound Wealth Management
Tennessee
$193 +$222 +3 New
16 17
18
19 20