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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
301
Parcion Private Wealth
Washington
$330K +$337K +3,160 New
AIM
302
Aigen Investment Management
New York
$326K +$332K +3,115 New
WFI
303
West Family Investments
California
$321K +$327K +3,068 New
SFA
304
Sequoia Financial Advisors
Ohio
$319K +$325K +3,055 New
CFG
305
Citizens Financial Group
Rhode Island
$318K +$324K +3,044 New
MC
306
Machina Capital
France
$311K +$58.6K +550 +23%
RS
307
R Squared
Hong Kong
$307K +$53.4K +501 +21%
CL
308
Choreo LLC
Illinois
$306K +$312K +2,925 New
OF
309
Optimize Financial
California
$305K -$1.06K -10 -0.3%
SCS
310
Sound Capital Solutions
Florida
$305K +$310K +2,915 New
LSPW
311
Lake Street Private Wealth
Illinois
$298K
TPI
312
Trust Point Inc
Wisconsin
$298K -$186K -1,747 -38%
ZBNA
313
Zions Bancorporation, National Association
Utah
$285K -$416K -3,907 -59%
CRC
314
Curi RMB Capital
Illinois
$284K +$289K +2,715 New
GI
315
GAMMA Investing
California
$280K +$76.4K +717 +37%
CAU
316
Caxton Associates (UK)
$279K +$284K +2,666 New
Mitsubishi UFJ Trust & Banking
317
Mitsubishi UFJ Trust & Banking
Japan
$266K +$271K +2,545 New
CFO
318
Callan Family Office
Pennsylvania
$266K -$17.5K -164 -6%
SL
319
Sentinus LLC
Illinois
$259K +$264K +2,479 New
NAS
320
Nykredit A/S
Denmark
$256K +$261K +2,452 New
LTAS
321
Linden Thomas Advisory Services
North Carolina
$255K -$2.45K -23 -0.9%
OFG
322
Oxford Financial Group
Indiana
$250K +$8.95K +84 +4%
VA
323
Vident Advisory
Georgia
$247K -$16.4K -154 -6%
CAM
324
Cresset Asset Management
Illinois
$244K -$9.27K -87 -4%
VWM
325
Venturi Wealth Management
Texas
$243K +$248K +2,328 New