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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$123K +$8.42K +44 +8%
TF
352
Tompkins Financial
New York
$99.7K
CIAM
353
Caitong International Asset Management
Hong Kong
$96.9K +$93K +486 New
HNB
354
Huntington National Bank
Ohio
$86K +$22.4K +117 +37%
VCM
355
Versant Capital Management
Arizona
$79.6K
PPC
356
Park Place Capital
Alabama
$77.2K -$3.64K -19 -5%
GI
357
GAMMA Investing
California
$76.6K +$22.2K +116 +43%
AF
358
Advisornet Financial
Minnesota
$72.8K -$3.25K -17 -4%
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.9K +$67K +350 New
GC
360
Globeflex Capital
California
$69.6K
QCG
361
Quadrant Capital Group
Ohio
$68.4K +$4.21K +22 +7%
SAM
362
Storebrand Asset Management
Norway
$65.6K
S
363
SignatureFD
Georgia
$61K +$191 +1 +0.3%
RIL
364
Rothschild Investment LLC
Illinois
$59.8K
BTI
365
Blue Trust Inc
Georgia
$58.4K -$69.7K -364 -55%
SPIA
366
Steward Partners Investment Advisory
New York
$54.7K +$12.1K +63 +30%
EWA
367
EverSource Wealth Advisors
Alabama
$54.1K +$43.1K +225 +489%
FHA
368
First Horizon Advisors
Tennessee
$53.1K -$4.21K -22 -8%
CFGS
369
Concourse Financial Group Securities
Alabama
$53K -$4.4K -23 -8%
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$51.3K +$574 +3 +1%
UB
371
UMB Bank
Missouri
$49.3K +$13.8K +72 +41%
HI
372
Horizon Investments
North Carolina
$47.3K +$2.49K +13 +6%
MCM
373
MAI Capital Management
Ohio
$45.9K +$44K +230 New
AAM
374
Advisors Asset Management
Colorado
$41.9K -$20.3K -106 -34%
PS
375
Principal Securities
Iowa
$37.3K +$4.02K +21 +13%