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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
326
Independent Financial Group
California
$267K +$20.1K +100 +7%
Cerity Partners
327
Cerity Partners
New York
$264K -$216K -1,077 -43%
SW
328
SkyOak Wealth
Michigan
$263K +$291K +1,447 New
GAM
329
Gotham Asset Management
New York
$253K -$290K -1,446 -51%
WA
330
Wealth Alliance
New York
$247K +$32.3K +161 +13%
Creative Planning
331
Creative Planning
Kansas
$246K +$272K +1,352 New
AIM
332
Aigen Investment Management
New York
$232K -$253K -1,260 -50%
AIM
333
Achmea Investment Management
Netherlands
$230K -$485K -2,417 -66%
MC
334
Machina Capital
France
$229K +$253K +1,260 New
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$227K +$251K +1,250 New
TI
336
Tidal Investments
Wisconsin
$226K +$14.3K +71 +6%
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$221K -$4.22K -21 -2%
QCM
338
QRG Capital Management
Illinois
$217K +$240K +1,194 New
BAMF
339
BI Asset Management Fondsmaeglerselskab
Denmark
$216K
HR
340
Hardy Reed
Mississippi
$216K
DA
341
Duality Advisers
Florida
$213K -$2.4M -11,950 -91%
JFG
342
Jefferies Financial Group
New York
$213K -$729K -3,629 -76%
PA
343
Profund Advisors
Maryland
$211K -$27.1K -135 -10%
HT
344
Headlands Technologies
Illinois
$210K +$117K +583 +102%
BC
345
Bridgefront Capital
Texas
$209K +$231K +1,151 New
PFBT
346
Parkside Financial Bank & Trust
Missouri
$209K +$18.3K +91 +9%
OQS
347
Occudo Quantitative Strategies
Florida
$207K +$229K +1,138 New
Jennison Associates
348
Jennison Associates
New York
$204K -$99.4K -495 -31%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$201K +$223K +1,111 New
CWP
350
Cyndeo Wealth Partners
Florida
$200K +$222K +1,103 New