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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
351
Squar Milner Financial Services
California
$45K – – –
ME
352
McIlrath & Eck
Washington
$44K – – –
GWS
353
Glassman Wealth Services
Virginia
$43K – – –
CIAS
354
Capital Investment Advisory Services
North Carolina
$42K – – –
AIL
355
AGF Investments LLC
Ontario, Canada
$40K -$650 -4 -2%
RIA
356
RPG Investment Advisory
California
$38K – – –
GRP
357
Global Retirement Partners
California
$38K +$16.2K +100 +100%
MIM
358
MetLife Investment Management
New Jersey
$37K +$21.1K +130 +191%
HNB
359
Huntington National Bank
Ohio
$35K -$65K -400 -68%
EWM
360
Executive Wealth Management
Michigan
$32K -$487 -3 -2%
LFG
361
Larson Financial Group
Missouri
$29K – – –
LHC
362
Little House Capital
Massachusetts
$28K +$24.9K +153 New
WOC
363
West Oak Capital
California
$24K -$4.06K -25 -17%
FPFS
364
First Personal Financial Services
North Carolina
$23K – – –
FRA
365
Front Row Advisors
California
$22K -$30.2K -186 -62%
WCG
366
Weaver Consulting Group
California
$22K +$16.2K +100 New
AF
367
Advisornet Financial
Minnesota
$21K +$18.2K +112 New
CFA
368
Carroll Financial Associates
North Carolina
$20K +$5.2K +32 +43%
AIM
369
Advantage Investment Management
Iowa
$19K – – –
RBC
370
Roble Belko & Company
Pennsylvania
$19K – – –
MAM
371
Meeder Asset Management
Ohio
$18K +$15.6K +96 New
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K – – –
FHA
373
First Horizon Advisors
Tennessee
$17K – – –
PAM
374
Panagora Asset Management
Massachusetts
$17K – – –
SF
375
Synovus Financial
Georgia
$12K +$10.4K +64 New
13 14
15
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