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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
OL
301
Optas LLC
Texas
$310K +$303K +2,035 New
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$309K
EWM
303
Empirical Wealth Management
Washington
$309K +$302K +2,028 New
IFG
304
Independent Financial Group
California
$309K
BC
305
Bridgefront Capital
Texas
$307K -$1.28M -8,570 -81%
CL
306
Choreo LLC
Illinois
$304K -$54.6K -367 -16%
SA
307
Sanctuary Advisors
Indiana
$303K -$595 -4 -0.2%
ProShare Advisors
308
ProShare Advisors
Maryland
$294K -$11.2K -75 -4%
HIP
309
HUB Investment Partners
Texas
$292K +$76.9K +517 +37%
IWC
310
Integrated Wealth Concepts
Massachusetts
$291K -$76.2K -512 -21%
Bessemer Group
311
Bessemer Group
New Jersey
$288K +$8.18K +55 +3%
EP
312
Essential Partners
California
$285K +$186K +1,253 +203%
KWM
313
Keebeck Wealth Management
Illinois
$281K -$45.5K -306 -14%
CIA
314
Caerus Investment Advisors
Texas
$276K +$37K +249 +16%
Mitsubishi UFJ Trust & Banking
315
Mitsubishi UFJ Trust & Banking
Japan
$275K -$214K -1,439 -44%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$272K
CFO
317
Callan Family Office
Pennsylvania
$270K +$263K +1,769 New
RGC
318
Roberts, Glore & Co
Illinois
$265K
WA
319
Wealth Alliance
New York
$262K +$15.6K +105 +7%
TRCT
320
Tower Research Capital (TRC)
New York
$254K -$121K -811 -33%
VWM
321
Venturi Wealth Management
Texas
$250K +$244K +1,638 New
TI
322
Tidal Investments
Wisconsin
$248K -$229K -1,541 -49%
P
323
&Partners
Tennessee
$244K -$13.8K -93 -5%
EWA
324
EP Wealth Advisors
California
$242K +$236K +1,587 New
HAG
325
HighPoint Advisor Group
Illinois
$241K +$1.49K +10 +0.6%