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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
SWS
376
SYSTM Wealth Solutions
Illinois
$20.4K +$20.9K +124 New
S
377
SignatureFD
Georgia
$20.1K -$64K -380 -76%
MA
378
Montag & Associates
Georgia
$18.3K
LF
379
Lee Financial
Texas
$17K
LS
380
Livforsakringsbolaget Skandia
Sweden
$16.5K
RBC
381
Roble Belko & Company
Pennsylvania
$15K
AF
382
Allworth Financial
California
$13.8K -$1.01K -6 -7%
CTC
383
Central Trust Company
Missouri
$13.8K
CAM
384
Creekmur Asset Management
Illinois
$13K +$13.3K +79 New
PIM
385
Plato Investment Management
Australia
$12.4K +$12.6K +75 New
HIIFS
386
Harel Insurance Investments & Financial Services
Israel
$12K -$7.58K -45 -39%
ECM
387
Estabrook Capital Management
New York
$11.5K
LC
388
Lindbrook Capital
California
$11.5K +$4.71K +28 +67%
VWM
389
Venturi Wealth Management
Texas
$11.2K
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$11K +$168 +1 +2%
WTC
391
WhitTier Trust Company
Nevada
$8.9K +$5.89K +35 +184%
IFAM
392
Institutional & Family Asset Management
Colorado
$8.74K +$8.92K +53 New
CPG
393
Cornerstone Planning Group
New Jersey
$8.41K
PTC
394
Private Trust Company
Ohio
$8.08K +$7.07K +42 +600%
CT
395
Colonial Trust
South Carolina
$7.86K
PA
396
Parallel Advisors
California
$6.92K -$7.58K -45 -52%
TCOV
397
Trust Company of Vermont
Vermont
$6.1K
SWM
398
Spire Wealth Management
Virginia
$5.49K
MA
399
MCF Advisors
Kentucky
$5.44K -$5.05K -30 -48%
RIM
400
Rakuten Investment Management
Japan
$5.35K +$5.39K +32 New