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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Abound Wealth Management
Tennessee
$15.6K +$17.4K +98 New
RA
427
Rise Advisors
New York
$15.1K
Mitsubishi UFJ Asset Management
428
Mitsubishi UFJ Asset Management
Japan
$14.8K
WANY
429
Wealthspire Advisors (New York)
New York
$14.8K +$16.5K +93 New
RBC
430
Roble Belko & Company
Pennsylvania
$14K
JWM
431
JPL Wealth Management
Colorado
$12.1K +$13.5K +76 New
ECM
432
Estabrook Capital Management
New York
$11.1K
HFS
433
Hantz Financial Services
Michigan
$10K +$6.2K +35 +130%
RFP
434
Root Financial Partners
California
$8.92K +$9.92K +56 New
PA
435
Parallel Advisors
California
$8.28K -$3.72K -21 -29%
LFG
436
Larson Financial Group
Missouri
$7.49K -$7.79K -44 -48%
CT
437
Colonial Trust
South Carolina
$7.49K
CA
438
CoreCap Advisors
Michigan
$7.49K
AUB
439
Atlantic Union Bankshares
Virginia
$7.17K +$7.97K +45 New
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$6.53K -$531 -3 -7%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$6.05K +$531 +3 +9%
MMCM
442
Murphy & Mullick Capital Management
New York
$5.57K
MG
443
Mather Group
Illinois
$5.57K +$6.2K +35 New
LI
444
LRI Investments
Florida
$5.26K
FHC
445
First Horizon Corporation
Tennessee
$4.46K +$4.96K +28 New
CTWM
446
Cherry Tree Wealth Management
Minnesota
$4.3K
BWL
447
Bogart Wealth LLC
Virginia
$4.3K
HNW
448
High Note Wealth
Minnesota
$3.82K +$177 +1 +4%
QC
449
Quent Capital
New York
$3.82K +$4.25K +24 New
EWP
450
Elevation Wealth Partners
California
$3.66K +$4.07K +23 New