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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
401
Icon Wealth Partners
Texas
$2.2M +$1.5M +20,004 +264%
SMDAM
402
Sumitomo Mitsui DS Asset Management
Japan
$2.16M +$182K +2,428 +10%
FCH
403
Freestone Capital Holdings
Washington
$2.16M +$2.03M +27,016 New
MGWM
404
Marks Group Wealth Management
Minnesota
$2.14M +$137K +1,821 +7%
CAM
405
Cozad Asset Management
Illinois
$2.14M -$109K -1,448 -5%
IIC
406
Ironwood Investment Counsel
Arizona
$2.13M -$56.2K -749 -3%
MWM
407
Marietta Wealth Management
Georgia
$2.11M +$1.5M +19,910 +302%
BIAS
408
Beacon Investment Advisory Services
New Jersey
$2.1M +$69.1K +920 +4%
RP
409
Riverbridge Partners
Minnesota
$2.1M -$85.5K -1,139 -4%
HCM
410
Hall Capital Management
Rhode Island
$2.1M +$25.5K +340 +1%
II
411
IFM Investors
Australia
$2.09M +$189K +2,522 +11%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$2.09M +$44.2K +588 +2%
TPA
413
Trivium Point Advisory
Connecticut
$2.08M +$12.8K +170 +0.7%
ACM
414
Armbruster Capital Management
New York
$2.06M
HCP
415
Holt Capital Partners
Texas
$2.03M -$121K -1,610 -6%
PA
416
Profund Advisors
Maryland
$2.01M +$71.9K +958 +4%
SEI Investments
417
SEI Investments
Pennsylvania
$2.01M -$3.84M -51,160 -67%
GDP
418
Great Diamond Partners
Maine
$2.01M
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$2M +$249K +3,313 +15%
HT
420
Heritage Trust
Oklahoma
$2M +$15K +200 +0.8%
OSNBOA
421
Old Second National Bank of Aurora
Illinois
$2M -$80.5K -1,072 -4%
KeyBank National Association
422
KeyBank National Association
Ohio
$2M +$153K +2,035 +9%
PCAP
423
Pratt Collard Advisory Partners
New York
$1.96M +$9.01K +120 +0.5%
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
$1.95M +$143K +1,907 +8%
CM
425
Columbus Macro
Pennsylvania
$1.94M +$1.83M +24,304 New