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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
401
Roble Belko & Company
Pennsylvania
$14K – – –
SPIA
402
Steward Partners Investment Advisory
New York
$13.6K -$40.3K -271 -75%
Mitsubishi UFJ Asset Management
403
Mitsubishi UFJ Asset Management
Japan
$13.6K – – –
FFO
404
Fortitude Family Office
Arizona
$12.2K +$10.3K +69 +627%
ECM
405
Estabrook Capital Management
New York
$10.7K – – –
AWM
406
Activest Wealth Management
Florida
$10.2K +$9.97K +67 New
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$9.91K -$50.9K -342 -84%
IAIM
408
International Assets Investment Management
Florida
$9.46K +$9.22K +62 New
EWP
409
Elevation Wealth Partners
California
$9K +$5.36K +36 +157%
PWS
410
Peterson Wealth Services
Utah
$8.85K -$8.63K -58 -50%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$8.69K -$28K -188 -77%
GWM
412
Geneos Wealth Management
Colorado
$7.63K +$5.06K +34 +213%
OP
413
ORG Partners
Indiana
$7.47K +$7.29K +49 New
CIAS
414
CBIZ Investment Advisory Services
Ohio
$7.32K +$7.14K +48 New
CT
415
Colonial Trust
South Carolina
$7.17K – – –
CA
416
CoreCap Advisors
Michigan
$7.17K – – –
RFP
417
Root Financial Partners
California
$6.56K -$1.93K -13 -23%
MFP
418
Meramec Financial Planners
Missouri
$6.36K +$8.03K +54 New
BWL
419
Bogart Wealth LLC
Virginia
$5.95K +$1.78K +12 +44%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$5.79K – – –
PTC
421
Private Trust Company
Ohio
$5.64K +$4.32K +29 +363%
MMCM
422
Murphy & Mullick Capital Management
New York
$5.34K – – –
HNW
423
High Note Wealth
Minnesota
$5.34K +$1.64K +11 +46%
SC
424
SouthState Corp
Florida
$5.19K +$4.32K +29 +580%
SL
425
Salomon & Ludwin
Virginia
$4.96K +$4.91K +33 New