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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
401
IFP Advisors
Florida
$11K +$957 +5 +10%
Clearstead Advisors
402
Clearstead Advisors
Ohio
$10.6K +$3.64K +19 +56%
Mather Group
403
Mather Group
Illinois
$10.2K +$5.93K +31 +155%
PTC
404
Private Trust Company
Ohio
$9.77K – – –
Group One Trading
405
Group One Trading
Illinois
$9.77K +$9.38K +49 New
CT
406
Colonial Trust
South Carolina
$9.38K – – –
MassMutual Private Wealth & Trust
407
MassMutual Private Wealth & Trust
Connecticut
$8.78K +$2.1K +11 +33%
Cullen/Frost Bankers
408
Cullen/Frost Bankers
Texas
$8.18K -$1.53K -8 -16%
MMCM
409
Murphy & Mullick Capital Management
New York
$6.98K +$6.7K +35 New
TC
410
Truvestments Capital
Florida
$6.78K – – –
LI
411
LRI Investments
Florida
$6.18K – – –
MCF Advisors
412
MCF Advisors
Kentucky
$6.18K +$5.93K +31 New
Kestra Investment Management
413
Kestra Investment Management
Texas
$5.98K +$5.74K +30 New
CA
414
Continuum Advisory
Idaho
$5.58K +$2.1K +11 +65%
CTWM
415
Cherry Tree Wealth Management
Minnesota
$5.39K – – –
LIS
416
Legacy Investment Solutions
Idaho
$4.74K +$957 +5 +28%
LWMI
417
Legacy Wealth Management (Idaho)
Idaho
$4.74K +$957 +5 +28%
Wilmington Savings Fund Society
418
Wilmington Savings Fund Society
Delaware
$4.59K – – –
HNW
419
High Note Wealth
Minnesota
$4.59K +$4.4K +23 New
AT
420
Avalon Trust
New Mexico
$3.99K +$3.83K +20 New
Bogart Wealth LLC
421
Bogart Wealth LLC
Virginia
$3.99K – – –
JWA
422
JFS Wealth Advisors
Pennsylvania
$3.79K +$1.34K +7 +58%
Geneos Wealth Management
423
Geneos Wealth Management
Colorado
$3.79K +$3.64K +19 New
CPG
424
Cornerstone Planning Group
New Jersey
$3.69K – – –
Farmers & Merchants Investments Inc
425
Farmers & Merchants Investments Inc
Nebraska
$3.59K – – –