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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$1.39K +$1.38K +7 New
BIA
427
Bell Investment Advisors
California
$1.19K
EWA
428
EverSource Wealth Advisors
Alabama
$1.19K
BAAM
429
Baker Avenue Asset Management
California
$994
CYG
430
Clean Yield Group
Vermont
$994
SCA
431
Stonebridge Capital Advisors
Minnesota
$994
HT
432
Headlands Technologies
Illinois
$994 +$984 +5 New
SC
433
Schubert & Co
Texas
$796
JFA
434
JNBA Financial Advisors
Minnesota
$796 +$787 +4 New
DI
435
Disciplined Investments
Oklahoma
$596
2L
436
25 LLC
Missouri
$521 +$590 +3 New
BWM
437
Baystate Wealth Management
Massachusetts
$398
Creative Planning
438
Creative Planning
Kansas
$199 -$205K -1,042 -100%
SIC
439
SJS Investment Consulting
Ohio
$199 -$394 -2 -67%
TWD
440
True Wealth Design
Ohio
$199
TWA
441
TCI Wealth Advisors
Arizona
$199 +$197 +1 New
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
-$105M -540,300 Closed
TC
443
TwinBeech Capital
New York
-$5.02M -25,846 Closed
NG
444
NWK Group
California
-$2.52M -12,986 Closed
MGIM
445
M&G Investment Management
United Kingdom
-$2.23M -11,498 Closed
Capital Research Global Investors
446
Capital Research Global Investors
California
-$1.75M -8,999 Closed
DA
447
Duality Advisers
Florida
-$1.3M -6,688 Closed
BHCM
448
Boulder Hill Capital Management
New York
-$1.07M -5,500 Closed
EP
449
Edgestream Partners
New Jersey
-$1.06M -5,479 Closed
PAS
450
Park Avenue Securities
New York
-$846K -4,354 Closed