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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$4.76K +$2.52K +15 +94%
CTWM
402
Cherry Tree Wealth Management
Minnesota
$4.45K
WTG
403
West Tower Group
Virginia
$4.29K +$2.52K +15 +136%
CP
404
Castleview Partners
Texas
$4.12K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$3.63K -$6.06K -36 -62%
BWL
406
Bogart Wealth LLC
Virginia
$3.3K
GI
407
Gradient Investments
Minnesota
$3.3K
WTA
408
Washington Trust Advisors
Massachusetts
$3K +$3.03K +18 New
VF
409
VitalStone Financial
Texas
$3K +$505 +3 +21%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$2.97K
JWA
411
JFS Wealth Advisors
Pennsylvania
$2.8K -$505 -3 -15%
FFA
412
Farther Finance Advisors
California
$2.8K +$2.86K +17 New
QC
413
Quent Capital
New York
$2.31K
TCWA
414
Turtle Creek Wealth Advisors
Texas
$2.14K +$2.19K +13 New
EWA
415
EverSource Wealth Advisors
Alabama
$1.98K -$337 -2 -14%
LSA
416
Leonteq Securities AG
Switzerland
$1.98K +$505 +3 +33%
GWS
417
Glassman Wealth Services
Virginia
$1.81K -$1.01K -6 -35%
TPCW
418
TD Private Client Wealth
New York
$1.81K
AT
419
Arlington Trust
Alabama
$1.81K +$1.85K +11 New
SOW
420
State of Wyoming
Wyoming
$1.81K +$1.85K +11 New
PWA
421
Provenance Wealth Advisors
Florida
$1.15K -$168 -1 -13%
NMM
422
Naples Money Management
Florida
$1.15K +$1.18K +7 New
RFG
423
REAP Financial Group
Texas
$1.15K +$1.18K +7 New
WIA
424
Wetzel Investment Advisors
Indiana
$1K +$1.18K +7 New
CCM
425
Chilton Capital Management
Texas
$825 +$842 +5 New