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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Caprock Group
Idaho
$702K +$748K +3,746 New
HighTower Advisors
252
HighTower Advisors
Illinois
$677K -$230K -1,149 -24%
AI
253
Atria Investments
North Carolina
$652K -$60.9K -305 -8%
BAM
254
Bullseye Asset Management
Colorado
$648K
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$637K -$296K -1,484 -30%
NS
256
NBC Securities
Alabama
$631K +$673K +3,368 +168,400%
SAM
257
Securian Asset Management
Minnesota
$629K +$20K +100 +3%
SMTF
258
Sphera Management Technology Funds
Israel
$605K
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$597K +$5.99K +30 +1%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$585K +$64.5K +323 +12%
Vanguard Personalized Indexing Management
261
Vanguard Personalized Indexing Management
California
$571K -$53.7K -269 -8%
CPIG
262
Chicago Partners Investment Group
Illinois
$571K +$183K +917 +42%
GC
263
Guggenheim Capital
Illinois
$570K -$90.3K -452 -13%
PAM
264
Panagora Asset Management
Massachusetts
$558K -$44.4K -222 -7%
EF
265
Empowered Funds
Pennsylvania
$545K -$1.73M -8,662 -75%
USAA
266
United Services Automobile Association
Texas
$538K +$577K +2,886 New
LSPW
267
Lake Street Private Wealth
Illinois
$534K
CGH
268
Crossmark Global Holdings
Texas
$532K +$2K +10 +0.4%
Creative Planning
269
Creative Planning
Kansas
$513K +$199K +996 +57%
EC
270
EntryPoint Capital
New York
$505K +$538K +2,695 New
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$498K +$531K +2,656 New
IC
272
IEQ Capital
California
$490K +$522K +2,614 New
CAM
273
Cresset Asset Management
Illinois
$490K +$12.4K +62 +2%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$482K +$48.9K +245 +10%
BJL
275
Brighton Jones LLC
Washington
$465K +$3.8K +19 +0.8%