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Paylocity
PCTY

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
426
LRI Investments
Florida
$6.18K +$400 +2 +6%
GWM
427
Geneos Wealth Management
Colorado
$6.18K +$2.8K +14 +74%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$6K +$2.8K +14 +78%
GBT
429
Grove Bank & Trust
Florida
$5.81K +$5.79K +29 +1,450%
MAM
430
Meeder Asset Management
Ohio
$5.62K +$5.99K +30 New
CTWM
431
Cherry Tree Wealth Management
Minnesota
$5.06K – – –
BWL
432
Bogart Wealth LLC
Virginia
$5.06K +$1.4K +7 +35%
HWM
433
Hemington Wealth Management
Virginia
$5K +$2.4K +12 +71%
HNW
434
High Note Wealth
Minnesota
$4.31K – – –
WSFS
435
Wilmington Savings Fund Society
Delaware
$4.31K – – –
JWA
436
JFS Wealth Advisors
Pennsylvania
$3.94K +$400 +2 +11%
CPG
437
Cornerstone Planning Group
New Jersey
$3.87K +$599 +3 +17%
HWP
438
Highline Wealth Partners
California
$3.75K +$4K +20 New
LFG
439
Larson Financial Group
Missouri
$2.81K +$2.8K +14 +1,400%
S
440
Sachetta
Massachusetts
$2.25K – – –
SC
441
SouthState Corp
Florida
$2.25K +$2.4K +12 New
SWM
442
Spire Wealth Management
Virginia
$2.25K – – –
QL
443
Quarry LP
New York
$1.87K +$2K +10 New
WWM
444
Wolff Wiese Magana
California
$1.69K – – –
BIA
445
Bell Investment Advisors
California
$1.69K +$799 +4 +80%
PWMG
446
Private Wealth Management Group
New Jersey
$1.5K – – –
WA
447
Whipplewood Advisors
Colorado
$1.5K +$6.79K +34 +425%
PWA
448
Provenance Wealth Advisors
Florida
$1.31K – – –
AFS
449
Anderson Financial Strategies
Ohio
$1.13K +$1.2K +6 New
DPW
450
DiNuzzo Private Wealth
Pennsylvania
$1.13K – – –
16 17
18
19 20