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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
376
V-Square Quantitative Management
Illinois
$45.8K
CAS
377
Coppell Advisory Solutions
Texas
$44.1K +$45.6K +227 New
AAM
378
Advisors Asset Management
Colorado
$43.1K +$22.5K +112 +90%
RA
379
RiverPark Advisors
New York
$42.7K +$47.2K +235 New
DGAM
380
Desjardins Global Asset Management
Quebec, Canada
$42.3K +$46.8K +233 New
NA
381
NewEdge Advisors
Louisiana
$29.7K -$34.1K -170 -51%
MIFH
382
Migdal Insurance & Financial Holdings
Israel
$29K -$4.62K -23 -12%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$27.3K
BC
384
Bartlett & Co
Ohio
$27K
JSAM
385
J. Safra Asset Management
New York
$24.5K +$27.1K +135 New
HIIFS
386
Harel Insurance Investments & Financial Services
Israel
$21K -$2.41K -12 -9%
MA
387
Montag & Associates
Georgia
$20.2K +$22.3K +111 New
LF
388
Lee Financial
Texas
$18.7K
LS
389
Livforsakringsbolaget Skandia
Sweden
$18.2K
CFB
390
Cullen/Frost Bankers
Texas
$16.9K
AF
391
Allworth Financial
California
$16.4K
RBC
392
Roble Belko & Company
Pennsylvania
$16K
PA
393
Parallel Advisors
California
$15.8K +$4.22K +21 +32%
CTC
394
Central Trust Company
Missouri
$15.3K -$12K -60 -42%
ECM
395
Estabrook Capital Management
New York
$12.7K
VWM
396
Venturi Wealth Management
Texas
$12.4K
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$12K +$1K +5 +8%
MA
398
MCF Advisors
Kentucky
$11.4K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$10.5K
LFA
400
LGT Financial Advisors
Texas
$10.5K +$11.6K +58 New