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Paylocity
PCTY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
401
Innealta Capital
Texas
$9.76K +$11.5K +74 New
AIM
402
Arcadia Investment Management
Michigan
$9.23K – – –
ECM
403
Estabrook Capital Management
New York
$9.23K – – –
MIM
404
Macroview Investment Management
Maryland
$7.12K +$8.36K +54 New
IFAM
405
Institutional & Family Asset Management
Colorado
$6.46K – – –
PTC
406
Private Trust Company
Ohio
$6.46K – – –
CA
407
Continuum Advisory
Idaho
$6.33K -$6.04K -39 -45%
CT
408
Colonial Trust
South Carolina
$6.21K – – –
CA
409
CoreCap Advisors
Michigan
$6.2K +$619 +4 +9%
IAIM
410
International Assets Investment Management
Florida
$6.2K +$7.28K +47 New
LC
411
Lindbrook Capital
California
$6.07K -$2.79K -18 -28%
BTI
412
Blue Trust Inc
Georgia
$5.84K +$5.26K +34 New
FFA
413
Farther Finance Advisors
California
$5.68K +$1.55K +10 +30%
FRA
414
Front Row Advisors
California
$5.54K -$1.08K -7 -14%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$5.01K +$5.88K +38 New
SWM
416
Spire Wealth Management
Virginia
$4.35K -$464 -3 -8%
GRP
417
Global Retirement Partners
California
$4.22K -$155 -1 -3%
LI
418
LRI Investments
Florida
$4.09K +$4.8K +31 New
PA
419
Parallel Advisors
California
$3.82K -$929 -6 -17%
CTWM
420
Cherry Tree Wealth Management
Minnesota
$3.56K – – –
VAG
421
VisionPoint Advisory Group
Texas
$3.56K +$4.18K +27 New
MG
422
Mather Group
Illinois
$3.44K – – –
VF
423
VitalStone Financial
Texas
$2.77K +$3.25K +21 New
CPG
424
Cornerstone Planning Group
New Jersey
$2.75K -$4.18K -27 -60%
BWL
425
Bogart Wealth LLC
Virginia
$2.64K – – –
15 16
17
18 19