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Paylocity
PCTY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$8.13K +$1.17K +11 +18%
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$8.05K +$1.7K +16 +26%
ECM
403
Estabrook Capital Management
New York
$7.32K – – –
BFS
404
Bare Financial Services
Pennsylvania
$6.38K -$3.73K -35 -36%
OCWP
405
Owl Creek Wealth Partners
Colorado
$6.27K -$2.13K -20 -25%
HNW
406
High Note Wealth
Minnesota
$5.85K +$5.96K +56 New
CA
407
CoreCap Advisors
Michigan
$5.64K +$746 +7 +15%
CPG
408
Cornerstone Planning Group
New Jersey
$5.07K +$2.56K +24 +133%
CT
409
Colonial Trust
South Carolina
$4.91K – – –
FFO
410
Fortitude Family Office
Arizona
$4.91K +$4.05K +38 +422%
HNB
411
Hilltop National Bank
Wyoming
$4.08K – – –
APFP
412
Action Point Financial Planning
Michigan
$4.08K +$4.47K +42 New
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$3.97K – – –
KG
414
Kilter Group
New York
$3.87K +$1.49K +14 +61%
MCM
415
MV Capital Management
Maryland
$3.76K +$1.28K +12 +50%
PWA
416
Physician Wealth Advisors
Utah
$3.35K +$3.09K +29 +967%
SGFG
417
Silver Grove Financial Group
New York
$3.24K +$3.3K +31 New
FAM
418
Fulcrum Asset Management
United Kingdom
$3.07K +$3.09K +29 New
BIA
419
Bell Investment Advisors
California
$3.03K -$4.79K -45 -61%
AW
420
Avion Wealth
Texas
$3K -$213 -2 -6%
NSIM
421
North Star Investment Management
Illinois
$2.82K +$2.88K +27 New
BFP
422
Birchwood Financial Partners
Minnesota
$2.3K – – –
SWM
423
SHP Wealth Management
Massachusetts
$2.3K +$959 +9 +69%
PWMG
424
Private Wealth Management Group
New Jersey
$2.2K – – –
PWS
425
Peterson Wealth Services
Utah
$2.19K -$340K -3,196 -99%
15 16
17
18 19