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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$42K +$36K +150 New
CFB
302
Cullen/Frost Bankers
Texas
$38K
SPIA
303
Steward Partners Investment Advisory
New York
$35K -$22.6K -94 -43%
CA
304
Clearstead Advisors
Ohio
$33K +$28.4K +118 New
GRP
305
Global Retirement Partners
California
$28K
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$27K +$23.8K +99 New
HFA
307
HC Financial Advisors
California
$26K
RBC
308
Roble Belko & Company
Pennsylvania
$25K
LF
309
Lee Financial
Texas
$24K +$3.6K +15 +21%
HNB
310
Huntington National Bank
Ohio
$23K
MAM
311
Meeder Asset Management
Ohio
$23K +$4.8K +20 +32%
RE
312
RBC Europe
United Kingdom
$15.4K +$9.61K +40 +267%
Bessemer Group
313
Bessemer Group
New Jersey
$15K
KTC
314
Kistler-Tiffany Companies
Pennsylvania
$15K
JCM
315
Jacobi Capital Management
Pennsylvania
$14K
SWM
316
Spire Wealth Management
Virginia
$10K
MIM
317
Macroview Investment Management
Maryland
$10K +$2.4K +10 +42%
FRA
318
Front Row Advisors
California
$8K
VCM
319
Vigilant Capital Management
Maine
$8K +$6.49K +27 New
WPA
320
West Paces Advisors
Georgia
$6.17K
EVM
321
Eaton Vance Management
Massachusetts
$6K -$102K -426 -74%
LC
322
Lindbrook Capital
California
$6K
BA
323
Bellwether Advisors
Nebraska
$6K +$5.29K +22 New
AF
324
Allworth Financial
California
$5K +$4.57K +19 New
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K