We are live on ! Find out more
PCTY icon

Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
376
Basecamp Wealth Advisors
Washington
$36.8K +$9.69K +91 +35%
EWP
377
Elevation Wealth Partners
California
$35.8K +$30.4K +285 +500%
SAM
378
Smartleaf Asset Management
Massachusetts
$34.3K – – –
BTI
379
Blue Trust Inc
Georgia
$33.1K -$1.49K -14 -4%
PPC
380
Park Place Capital
Alabama
$31.9K – – –
CA
381
Clearstead Advisors
Ohio
$30.3K +$29.8K +280 +2,800%
HFS
382
Hughes Financial Services
Virginia
$26.8K +$426 +4 +2%
GRP
383
Global Retirement Partners
California
$26.6K +$27.1K +254 New
SS
384
SBI Securities
Japan
$24.8K +$213 +2 +0.9%
AAM
385
Advisors Asset Management
Colorado
$21.8K -$1.7K -16 -7%
QC
386
Quent Capital
New York
$21.3K +$19.2K +180 +750%
WAU
387
Wellington-Altus USA
Manitoba, Canada
$18.4K – – –
SIC
388
SJS Investment Consulting
Ohio
$18K +$14.5K +136 +378%
HNB
389
Huntington National Bank
Ohio
$16.7K +$5.22K +49 +44%
JWM
390
JPL Wealth Management
Colorado
$16.2K +$5.96K +56 +57%
SWAG
391
Spectrum Wealth Advisory Group
California
$15.7K +$16K +150 New
CIAM
392
Caitong International Asset Management
Hong Kong
$15.4K +$15.7K +147 New
WETS
393
Wealth Enhancement Trust Services
South Dakota
$15.1K +$15.3K +144 New
AssetMark Inc
394
AssetMark Inc
California
$14K +$1.92K +18 +16%
AWM
395
Activest Wealth Management
Florida
$13.3K +$13.4K +126 +12,600%
UB
396
UMB Bank
Missouri
$12.2K -$87.5K -822 -88%
HWP
397
Highline Wealth Partners
California
$10K +$2.45K +23 +32%
ERSOT
398
Employees Retirement System of Texas
Texas
$10K – – –
Mitsubishi UFJ Asset Management
399
Mitsubishi UFJ Asset Management
Japan
$9.72K – – –
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$9.2K -$27.6K -259 -75%