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Paylocity

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$4.89K
PTC
452
Private Trust Company
Ohio
$4.17K -$4.13K -22 -49%
HNW
453
High Note Wealth
Minnesota
$4.17K
WSFS
454
Wilmington Savings Fund Society
Delaware
$4.17K
TCM
455
TD Capital Management
Tennessee
$3.62K +$3.75K +20 New
AA
456
Ancora Advisors
Ohio
$2.72K +$2.82K +15 New
KG
457
Kilter Group
New York
$2.72K +$2.82K +15 New
CPG
458
Cornerstone Planning Group
New Jersey
$2.36K -$1.5K -8 -38%
BIA
459
Bell Investment Advisors
California
$2.36K +$751 +4 +44%
BBHC
460
Brown Brothers Harriman & Co
New York
$2.35K +$2.44K +13 New
FFO
461
Fortitude Family Office
Arizona
$2.35K +$2.44K +13 New
CTC
462
Central Trust Company
Missouri
$2.17K -$13.5K -72 -86%
S
463
Sachetta
Massachusetts
$2.17K
SWM
464
Spire Wealth Management
Virginia
$2.17K
TPWA
465
Twin Peaks Wealth Advisors
California
$1.88K +$2.06K +11 New
WA
466
Whipplewood Advisors
Colorado
$1.63K -$6.19K -33 -79%
PWMG
467
Private Wealth Management Group
New Jersey
$1.45K
WA
468
WPG Advisers
Maryland
$1.27K +$563 +3 +75%
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$1.09K
ADL
470
Asset Dedication LLC
California
$1.09K +$1.13K +6 New
JWA
471
JFS Wealth Advisors
Pennsylvania
$906 -$3K -16 -76%
SC
472
SouthState Corp
Florida
$906 -$1.31K -7 -58%
CFD
473
Creative Financial Designs
Indiana
$906
SO
474
Sierra Ocean
California
$725
CTB
475
Country Trust Bank
Illinois
$725 +$751 +4 New