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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
426
Private Wealth Management Group
New Jersey
$2.2K – – –
PWS
427
Peterson Wealth Services
Utah
$2.19K -$340K -3,196 -99%
MG
428
Mather Group
Illinois
$2.09K -$26.2K -246 -92%
CFO
429
CVA Family Office
Colorado
$1.88K -$107 -1 -5%
SWM
430
Spire Wealth Management
Virginia
$1.57K +$426 +4 +36%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$1.46K +$639 +6 +75%
MAM
432
Marquette Asset Management
Minnesota
$1.25K +$1.28K +12 New
SPIA
433
Steward Partners Investment Advisory
New York
$1.04K -$8.41K -79 -89%
AA
434
Ancora Advisors
Ohio
$1.04K -$7.99K -75 -88%
RF
435
Rossby Financial
Florida
$1.04K +$746 +7 +233%
PS
436
Planning Strategies
Pennsylvania
$1.04K +$1.06K +10 New
CFM
437
Cornerstone Financial Management
Massachusetts
$941 +$426 +4 +80%
PMFA
438
Plante Moran Financial Advisors
Michigan
$941 +$959 +9 New
QWM
439
Quaker Wealth Management
New Jersey
$732 -$213 -2 -22%
CH
440
Cromwell Holdings
Wyoming
$732 – – –
RWM
441
Raffa Wealth Management
District of Columbia
$732 +$746 +7 New
TFA
442
Transamerica Financial Advisors
Florida
$731 -$1.92K -18 -72%
FC
443
Financial Consulate
Maryland
$628 +$639 +6 New
SEP
444
Signature Equity Partners
Ohio
$627 -$107 -1 -14%
AG
445
AmeriFlex Group
Nevada
$627 – – –
AAS
446
Ameritas Advisory Services
Nebraska
$627 +$639 +6 New
AFC
447
Ares Financial Consulting
California
$627 +$639 +6 New
RWM
448
Rialto Wealth Management
New York
$523 -$1.6K -15 -75%
CFD
449
Creative Financial Designs
Indiana
$523 – – –
ACA
450
American Capital Advisory
Idaho
$523 +$213 +2 +67%