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Paylocity
PCTY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$10.7K -$4.94K -27 -32%
KTC
402
Kistler-Tiffany Companies
Pennsylvania
$8.12K – – –
BIA
403
Bell Investment Advisors
California
$8.12K +$6.96K +38 +633%
FRA
404
Front Row Advisors
California
$8K +$1.1K +6 +17%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$7.01K +$1.28K +7 +23%
TCOV
406
Trust Company of Vermont
Vermont
$6.83K -$11.5K -63 -63%
SWM
407
Spire Wealth Management
Virginia
$6.64K – – –
PFPT
408
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.27K – – –
CT
409
Colonial Trust
South Carolina
$5.35K +$5.49K +30 New
CTWM
410
Cherry Tree Wealth Management
Minnesota
$4.98K +$4.94K +27 New
LC
411
Lindbrook Capital
California
$4.43K -$1.65K -9 -27%
FA
412
Fiduciary Alliance
South Carolina
$4.24K +$4.21K +23 New
BWL
413
Bogart Wealth LLC
Virginia
$3.69K – – –
GI
414
Gradient Investments
Minnesota
$3.69K +$732 +4 +25%
WTC
415
WhitTier Trust Company
Nevada
$3.69K +$3.66K +20 New
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$3.32K – – –
GWS
417
Glassman Wealth Services
Virginia
$3.14K -$183 -1 -6%
GRP
418
Global Retirement Partners
California
$2.95K -$915 -5 -24%
WTA
419
Washington Trust Advisors
Massachusetts
$2.77K – – –
QC
420
Quent Capital
New York
$2.58K – – –
JWA
421
JFS Wealth Advisors
Pennsylvania
$2.4K -$366 -2 -13%
TPCW
422
TD Private Client Wealth
New York
$2.03K +$2.01K +11 New
BCH
423
Berkshire Capital Holdings
California
$1.84K – – –
PWMG
424
Prestige Wealth Management Group
New Jersey
$1.48K – – –
PTC
425
Private Trust Company
Ohio
$1.29K – – –
15 16
17
18 19