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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
451
Baker Tilly Wealth Management
Wisconsin
$384K -$41.8K -137 -8%
BWM
452
Baron Wealth Management
Michigan
$381K +$6.71K +22 +2%
CCI
453
Credit Capital Investments
New Jersey
$381K +$51.2K +168 +13%
AM
454
AGF Management
Ontario, Canada
$375K +$441K +1,448 New
KAS
455
KPP Advisory Services
Kentucky
$371K +$437K +1,432 New
CSI
456
Cross Staff Investments
New York
$371K – – –
WB
457
WesBanco Bank
West Virginia
$366K +$430K +1,412 New
FPCG
458
Fort Pitt Capital Group
Pennsylvania
$363K – – –
CW
459
CreativeOne Wealth
Kansas
$356K -$337K -1,105 -45%
CIAS
460
Capital Investment Advisory Services
North Carolina
$355K +$82.3K +270 +25%
O
461
Ossiam
France
$354K +$117K +384 +39%
PGF
462
Plan Group Financial
Oklahoma
$350K -$122K -400 -23%
TCM
463
Tributary Capital Management
Nebraska
$349K -$6.1K -20 -1%
FHA
464
Flagship Harbor Advisors
Massachusetts
$345K +$116K +382 +40%
BF
465
BOK Financial
Oklahoma
$345K -$152K -500 -26%
ATPW
466
Ashton Thomas Private Wealth
Arizona
$343K -$23.2K -76 -5%
IWP
467
Icon Wealth Partners
Texas
$340K -$284K -931 -42%
SC
468
Syon Capital
California
$337K +$396K +1,300 New
QCM
469
Qsemble Capital Management
New York
$333K +$391K +1,284 New
QT
470
Quantbot Technologies
New York
$330K -$1.59M -5,208 -80%
BFG
471
Berger Financial Group
Minnesota
$323K -$38.1K -125 -9%
KPWS
472
Kestra Private Wealth Services
Texas
$320K -$18.3K -60 -5%
PAG
473
Private Advisor Group
New Jersey
$319K -$36K -118 -9%
CWM
474
Calamos Wealth Management
Illinois
$316K -$6.87M -22,524 -95%
API
475
Advisor Partners II
California
$306K +$98.8K +324 +38%
17 18
19
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