We are live on ! Find out more
PCTY icon

Paylocity
PCTY

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
401
Roble Belko & Company
Pennsylvania
$9K – – –
BWL
402
Bogart Wealth LLC
Virginia
$8.36K -$3.41K -32 -29%
IAIM
403
International Assets Investment Management
Florida
$8.13K +$1.17K +11 +18%
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$8.05K +$1.7K +16 +26%
ECM
405
Estabrook Capital Management
New York
$7.32K – – –
BFS
406
Bare Financial Services
Pennsylvania
$6.38K -$3.73K -35 -36%
OCWP
407
Owl Creek Wealth Partners
Colorado
$6.27K -$2.13K -20 -25%
HNW
408
High Note Wealth
Minnesota
$5.85K +$5.96K +56 New
CA
409
CoreCap Advisors
Michigan
$5.64K +$746 +7 +15%
CPG
410
Cornerstone Planning Group
New Jersey
$5.07K +$2.56K +24 +133%
CT
411
Colonial Trust
South Carolina
$4.91K – – –
FFO
412
Fortitude Family Office
Arizona
$4.91K +$4.05K +38 +422%
HNB
413
Hilltop National Bank
Wyoming
$4.08K – – –
APFP
414
Action Point Financial Planning
Michigan
$4.08K +$4.47K +42 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$3.97K – – –
KG
416
Kilter Group
New York
$3.87K +$1.49K +14 +61%
MCM
417
MV Capital Management
Maryland
$3.76K +$1.28K +12 +50%
PWA
418
Physician Wealth Advisors
Utah
$3.35K +$3.09K +29 +967%
SGFG
419
Silver Grove Financial Group
New York
$3.24K +$3.3K +31 New
FAM
420
Fulcrum Asset Management
United Kingdom
$3.07K +$3.09K +29 New
BIA
421
Bell Investment Advisors
California
$3.03K -$4.79K -45 -61%
AW
422
Avion Wealth
Texas
$3K -$213 -2 -6%
NSIM
423
North Star Investment Management
Illinois
$2.82K +$2.88K +27 New
BFP
424
Birchwood Financial Partners
Minnesota
$2.3K – – –
SWM
425
SHP Wealth Management
Massachusetts
$2.3K +$959 +9 +69%
15 16
17
18 19