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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
276
Capstone Investment Advisors
New York
$317K +$360K +2,933 New
M&T Bank
277
M&T Bank
New York
$317K +$168K +1,365 +87%
HIP
278
HUB Investment Partners
Texas
$316K +$124K +1,013 +53%
OF
279
Optimize Financial
California
$316K +$359K +2,925 New
LSPW
280
Lake Street Private Wealth
Illinois
$308K
LAM
281
Lifestyle Asset Management
Texas
$303K +$86.4K +704 +33%
YMRC
282
Yorktown Management & Research Company
Virginia
$303K -$61.4K -500 -15%
AAP
283
Arax Advisory Partners
Colorado
$300K +$251K +2,042 +279%
DT
284
Diversified Trust
Tennessee
$298K +$2.58K +21 +0.8%
HWM
285
HB Wealth Management
Georgia
$296K +$336K +2,740 New
CFO
286
Callan Family Office
Pennsylvania
$292K +$115K +935 +53%
QCG
287
Quadrant Capital Group
Ohio
$292K -$711K -5,796 -68%
CAG
288
Crestwood Advisors Group
Massachusetts
$282K +$138K +1,125 +76%
WA
289
Waverly Advisors
Alabama
$276K +$313K +2,553 New
GCM
290
Graham Capital Management
Connecticut
$272K -$200K -1,631 -39%
VA
291
Vident Advisory
Georgia
$272K +$309K +2,519 New
CBU
292
CIBC Bancorp USA
Illinois
$272K +$309K +2,518 New
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$270K -$95.1K -775 -24%
LTAS
294
Linden Thomas Advisory Services
North Carolina
$266K +$303K +2,466 New
RS
295
R Squared
Hong Kong
$263K -$222K -1,806 -43%
MC
296
Machina Capital
France
$262K -$24.5K -200 -8%
CAM
297
Cresset Asset Management
Illinois
$261K +$131K +1,070 +79%
MCM
298
MAI Capital Management
Ohio
$259K +$268K +2,181 +1,005%
CGH
299
Crossmark Global Holdings
Texas
$259K +$16.1K +131 +6%
URS
300
Utah Retirement Systems
Utah
$257K -$601K -4,900 -67%