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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$25K +$19.8K +170 New
APA
252
American Portfolios Advisors
New York
$22K – – –
AF
253
Advisornet Financial
Minnesota
$22K – – –
PA
254
Procyon Advisors
Connecticut
$20K – – –
CCA
255
Catalyst Capital Advisors
New York
$18K – – –
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$18K +$14K +120 New
GRP
257
Global Retirement Partners
California
$15K – – –
HIIFS
258
Harel Insurance Investments & Financial Services
Israel
$15K +$11.6K +100 New
GWM
259
Geneos Wealth Management
Colorado
$14K -$23.3K -200 -67%
HNB
260
Huntington National Bank
Ohio
$14K – – –
CFA
261
Carroll Financial Associates
North Carolina
$13K -$2.44K -21 -18%
HFA
262
HC Financial Advisors
California
$13K – – –
RBC
263
Roble Belko & Company
Pennsylvania
$13K – – –
KTC
264
Kistler-Tiffany Companies
Pennsylvania
$8K +$6.17K +53 New
JCM
265
Jacobi Capital Management
Pennsylvania
$7K – – –
EI
266
Ellevest Inc
New York
$7K +$582 +5 +13%
CFGS
267
Concourse Financial Group Securities
Alabama
$7K +$2.68K +23 +100%
BAM
268
Bellevue Asset Management
Washington
$6K – – –
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$4K – – –
LC
270
Lindbrook Capital
California
$3K +$2.21K +19 New
MAM
271
Meeder Asset Management
Ohio
$2K -$212K -1,819 -99%
OPS
272
Orion Portfolio Solutions
Nebraska
$2K -$10.8K -93 -89%
RWM
273
Raffa Wealth Management
District of Columbia
$1.17K – – –
TPCW
274
TD Private Client Wealth
New York
$1.02K – – –
BCH
275
Berkshire Capital Holdings
California
$1K -$2.75M -23,660 -100%