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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
PharVision Advisers
Florida
$389K +$432K +2,441 New
IWC
302
Integrated Wealth Concepts
Massachusetts
$385K +$74.9K +423 +21%
C
303
Certuity
Florida
$380K +$205K +1,156 +94%
GC
304
Gilbert & Cook
Iowa
$378K +$2.3K +13 +0.6%
CL
305
Choreo LLC
Illinois
$375K +$111K +628 +36%
CGH
306
Crossmark Global Holdings
Texas
$374K -$79.5K -449 -16%
ECM
307
Evergreen Capital Management
Washington
$371K +$134K +754 +48%
DIM
308
DC Investments Management
Virginia
$370K
OFG
309
Oxford Financial Group
Indiana
$367K
ACM
310
Aster Capital Management
United Arab Emirates
$358K +$398K +2,250 New
Corient Private Wealth
311
Corient Private Wealth
Florida
$355K +$28K +158 +8%
MM
312
MQS Management
New York
$355K +$183K +1,033 +86%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$352K -$14.5K -82 -4%
KIA
314
Knollwood Investment Advisory
Maryland
$350K
KWM
315
Keebeck Wealth Management
Illinois
$342K +$380K +2,146 New
Capstone Investment Advisors
316
Capstone Investment Advisors
New York
$336K +$373K +2,108 New
YC
317
Yarbrough Capital
Tennessee
$334K
KAS
318
Kestra Advisory Services
Texas
$329K +$366K +2,067 New
SLAM
319
Swiss Life Asset Management
$329K +$161K +908 +79%
LAM
320
Lifestyle Asset Management
Texas
$324K +$96.7K +546 +37%
MSRPS
321
Maryland State Retirement & Pension System
Maryland
$323K
LAM
322
L2 Asset Management
Massachusetts
$323K -$17.5K -99 -5%
IFG
323
Independent Financial Group
California
$323K -$708 -4 -0.2%
MOS
324
MGO One Seven
Ohio
$320K +$15.9K +90 +5%
ProShare Advisors
325
ProShare Advisors
Maryland
$319K -$9.21K -52 -3%