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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
401
Washington Trust Advisors
Massachusetts
$3.18K +$2.89K +19 New
CPG
402
Cornerstone Planning Group
New Jersey
$3.17K
VF
403
VitalStone Financial
Texas
$3.13K -$304 -2 -10%
MIFH
404
Migdal Insurance & Financial Holdings
Israel
$3K -$17.3K -114 -87%
GRP
405
Global Retirement Partners
California
$2.97K -$2.13K -14 -44%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$2.97K
LFA
407
LGT Financial Advisors
Texas
$2.97K +$2.74K +18 New
SWM
408
Spire Wealth Management
Virginia
$1.98K -$3.19K -21 -64%
JWA
409
JFS Wealth Advisors
Pennsylvania
$1.98K -$152 -1 -8%
S
410
Sachetta
Massachusetts
$1.98K
PWMG
411
Private Wealth Management Group
New Jersey
$1.32K
PWA
412
Provenance Wealth Advisors
Florida
$1.16K
FFO
413
Fortitude Family Office
Arizona
$1.16K +$1.06K +7 New
Lazard Asset Management
414
Lazard Asset Management
New York
$1K -$68.3K -449 -98%
HWM
415
Hemington Wealth Management
Virginia
$1K +$1.52K +10 New
CCM
416
Chilton Capital Management
Texas
$825
NMM
417
Naples Money Management
Florida
$825
BIA
418
Bell Investment Advisors
California
$825 +$456 +3 +150%
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$660 -$304 -2 -33%
JFA
420
JNBA Financial Advisors
Minnesota
$660
QC
421
Quent Capital
New York
$660
SIC
422
SJS Investment Consulting
Ohio
$330 -$304 -2 -50%
MCM
423
Manchester Capital Management
Vermont
$330
LSA
424
Leonteq Securities AG
Switzerland
$165 -$1.67K -11 -92%
TWD
425
True Wealth Design
Ohio
$165 -$152 -1 -50%