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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
301
Boyd Watterson Asset Management
Ohio
$444K +$33.3K +255 +8%
MIM
302
Morningstar Investment Management
Illinois
$432K – – –
KCP
303
Kera Capital Partners
California
$430K +$446K +3,419 New
EI
304
Ethic Inc
New York
$429K -$80.6K -618 -15%
SFG
305
Synergy Financial Group
California
$425K -$149K -1,145 -25%
CG
306
Caprock Group
Idaho
$421K +$437K +3,349 New
VA
307
Vident Advisory
Georgia
$413K -$1.2M -9,165 -74%
II
308
Inspire Investing
Idaho
$409K +$424K +3,255 New
RWM
309
Revisor Wealth Management
Ohio
$408K +$423K +3,245 New
BAAM
310
Baker Avenue Asset Management
California
$403K +$418K +3,203 New
TG
311
TCW Group
California
$399K -$407K -3,118 -50%
AGWCA
312
Annis Gardner Whiting Capital Advisors
Florida
$399K +$138K +1,056 +50%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398K -$4.04K -31 -1%
FTWA
314
Fifth Third Wealth Advisors
Ohio
$397K +$172K +1,322 +72%
C
315
Certuity
Florida
$397K +$412K +3,157 New
KRS
316
Kentucky Retirement Systems
Kentucky
$396K +$411K +3,151 New
SOW
317
State of Wyoming
Wyoming
$392K +$295K +2,260 +262%
X
318
Xponance
Pennsylvania
$386K -$442K -3,391 -52%
CFO
319
Callan Family Office
Pennsylvania
$382K -$251K -1,927 -39%
AI
320
Atria Investments
North Carolina
$376K -$67.7K -519 -15%
AFG
321
Atomi Financial Group
New York
$376K +$390K +2,990 New
LSA
322
Leonteq Securities AG
Switzerland
$376K +$33K +253 +9%
AWA
323
Aaron Wealth Advisors
Illinois
$373K +$137K +1,053 +55%
CCA
324
Childress Capital Advisors
Texas
$366K +$157K +1,205 +71%
PFS
325
Prospera Financial Services
Texas
$360K +$19.4K +149 +5%
11 12
13
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