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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
526
HBK Sorce Advisory
Pennsylvania
$1.41M -$24.1K -271 -2%
LA
527
LVW Advisors
New York
$1.41M +$160K +1,802 +14%
TSS
528
Thomas Story & Son
Indiana
$1.4M
TPCW
529
TD Private Client Wealth
New York
$1.38M +$292K +3,291 +29%
UAS
530
United Asset Strategies
New York
$1.37M +$62.8K +707 +5%
AF
531
Advisornet Financial
Minnesota
$1.36M +$1.33K +15 +0.1%
AAM
532
Aureus Asset Management
Massachusetts
$1.34M +$234K +2,640 +22%
MCCP
533
Mission Creek Capital Partners
California
$1.34M +$107K +1,206 +9%
IWA
534
IVC Wealth Advisors
Pennsylvania
$1.33M +$1.27M +14,290 New
AIM
535
Anchor Investment Management
South Carolina
$1.33M -$26.6K -300 -2%
TCM
536
Tributary Capital Management
Nebraska
$1.32M -$222K -2,500 -15%
KWM
537
Keebeck Wealth Management
Illinois
$1.31M
MSE
538
MUFG Securities EMEA
United Kingdom
$1.3M +$1.24M +14,000 New
CIC
539
Carnegie Investment Counsel
Ohio
$1.29M -$14.4K -162 -1%
DWA
540
Douglass Winthrop Advisors
New York
$1.28M -$36K -405 -3%
DP
541
Dearborn Partners
Illinois
$1.28M -$36.3K -409 -3%
MFGM
542
Marshall Financial Group (Maryland)
Maryland
$1.27M +$1.21M +13,665 New
EA
543
Ellsworth Advisors
Ohio
$1.27M +$170K +1,914 +16%
MAM
544
Mastrapasqua Asset Management
Tennessee
$1.27M -$282K -3,180 -19%
HWM
545
Hohimer Wealth Management
Washington
$1.27M +$10.1K +114 +0.8%
BG
546
Bollard Group
Massachusetts
$1.26M +$6.04K +68 +0.5%
EF
547
Exeter Financial
Arizona
$1.26M +$29.2K +329 +2%
HFM
548
Hartford Financial Management
Connecticut
$1.26M -$622 -7 -0.1%
Wealthfront Advisers
549
Wealthfront Advisers
California
$1.25M +$99.2K +1,117 +9%
AP
550
Advisor Partners
California
$1.24M +$111K +1,251 +10%